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Touchstone Etf Trust Ultra Short Incm shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Touchstone Etf Trust Ultra Short Incm (TUSI) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Touchstone Etf Trust Ultra Short Incm

Tip: Access up to 7 years of quarterly data

All positions including Touchstone Etf Trust Ultra Short Incm held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Touchstone Etf Trust Ultra Short Incm by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 83k 25.36
2025-06-30 $1.7M 65k 25.33
2025-03-31 $1.7M 67k 25.32
2024-12-31 $758k 30k 25.31

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View all positions for Concurrent Investment Advisors

Top funds holding Touchstone Etf Trust Ultra Short Incm

Fort Washington Investment Advisors
LPL Financial
Raymond James Financial
Steward Partners Investment Advisory
Royal Bank of Canada
Janney Montgomery Scott
Rps Advisory Solutions
Private Advisor
Advisor Group Holdings
Atlas Wealth
Retirement Planning Group
Stifel Financial
Concurrent Investment Advisors
Coppell Advisory Solutions
Wealth Enhancement Advisory Services

View all funds holding Touchstone Etf Trust Ultra Short Incm