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TDITDI
4 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in TOUCHSTONE ETF TRUST

Steward Partners Investment Advisory, LLC holds 152,353 shares of TDI (TOUCHSTONE ETF TRUST), worth $6.8M as of 2026-Q2. The position was increased (+79.4% shares). TDI represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$6.8M

Current Shares

152,353

Total Value Change

+$6.3M

Total Shares Change

+138,724

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
152,353
+79.4%
$6.8M0.0%$44.92
42
2026-Q1
Increased
84,933
+406.0%
$3.5M0.0%$42.15
43
2025-Q4
Increased
16,785
+23.2%
$649,2510.0%$38.80
30
2025-Q3
New
13,629
-
$507,8980.0%$36.36
33

Other major holders of TDI: LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, Private Advisor Group, LLC, MML INVESTORS SERVICES, LLC

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