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TUSITUSI
8 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in TOUCHSTONE ULTRA SHORT INCOM

Yes. Wealth Enhancement Advisory Services holds 167,827 shares of TUSI (Touchstone Ultra Short Incom), worth $4.2M, as of its Q3 2026 13F filing. It increased the position by 63,819 shares (+61.4%) from Q2 2026. Wealth Enhancement Advisory Services has held TUSI since Q4 2024, across 8 quarterly 13F filings.

Current Value

$4.2M

Current Shares

167,827

Total Value Change

+$3.2M

Total Shares Change

+128,567

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
167,827
+61.4%
$4.2M0.0%$25.22
39
2026-Q2
Increased
104,008
+69.0%
$2.6M0.0%$25.07
39
2026-Q1
Decreased
61,560
-27.8%
$1.6M0.0%$24.86
0
2025-Q4
Increased
85,219
+19.2%
$2.2M0.0%$24.63
31
2025-Q3
Increased
71,490
+78.2%
$1.8M0.0%$24.35
39
2025-Q2
Decreased
40,125
-32.8%
$1M0.0%$24.01
0
2025-Q1
Increased
59,700
+52.1%
$1.5M0.0%$23.72
36
2024-Q4
New
39,260
-
$993,4740.0%$23.44
35

Other major holders of TUSI: FORT WASHINGTON INVESTMENT ADVISORS INC /OH/, RAYMOND JAMES FINANCIAL INC, LPL Financial LLC

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