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Touchstone Etf Trust Ultra Short Incm shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of Touchstone Etf Trust Ultra Short Incm (TUSI) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies 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 Summit Financial Strategies 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 Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $288k 11k 25.34

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Large Cap Val (DFLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core S&p Mcp Etf (IJH)
Packaging Corporation of America (PKG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

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
Atlas Wealth
Advisor Group Holdings
Retirement Planning Group
Stifel Financial
Concurrent Investment Advisors
Wealth Enhancement Advisory Services
Coppell Advisory Solutions

View all funds holding Touchstone Etf Trust Ultra Short Incm