TSEL β€” TOUCHSTONE ETF TRUST

Ownership history in SHUFRO ROSE & CO LLC  Β·  4 quarters on record

AI Ownership Summary

SHUFRO ROSE & CO LLC reported TOUCHSTONE ETF TRUST (TSEL) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.88% in 2025 Q4. The latest visible filing shows TSEL at 0.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TSEL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHUFRO ROSE & CO LLC's position in TOUCHSTONE ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TSEL was reported at 0.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SHUFRO ROSE & CO LLC held TSEL β€” position size vs. price
% of Fund (quarterly)    TSEL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 458,866 +194,063 +73.3% 0.88% $13.0M 2026-02-14 (Est.) $25.09
2025 Q3 REDUCED 264,803 -1,856 -0.7% 0.48% $5.9M 2025-11-12 $29.12
2025 Q2 REDUCED 266,659 -4,167 -1.5% 0.48% $6.0M 2025-08-11 $28.91
2025 Q1 INITIATED 270,826 β€” β€” 0.48% $6.0M 2025-05-08 $24.41

🏒 Other funds also holding TSEL

As of 2026 Q1 β€” sorted by position size

A&I FINANCIAL SERVICES, LLC 3Y 7Y 14.0% Tactive Advisors, LLC 2.07%

FAQ About SHUFRO ROSE & CO LLC and TSEL

These are the practical questions this page is built to answer before you even open the full history table.

How long has SHUFRO ROSE & CO LLC reported owning TSEL?

SHUFRO ROSE & CO LLC reported TSEL across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported TSEL position in SHUFRO ROSE & CO LLC's portfolio?

The largest reported portfolio weight for TSEL was 0.88% in 2025 Q4.

What is the latest reported TSEL position on this page?

The most recent filing on this page is 2025 Q4, when SHUFRO ROSE & CO LLC reported 458,866 shares, equal to 0.88% of portfolio, with an estimated market value of $13.0M.

What does the chart on this TSEL ownership page compare?

The chart compares SHUFRO ROSE & CO LLC's quarterly TSEL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to SHUFRO ROSE & CO LLC Holdings