Bank of Montreal’s Touchstone Strategic Income Opportunities ETF SIO Stock Holding History

Bank of Montreal’s Portfolio SIO Stock Details SIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-55	Closed	-$1.4K	–	4204
2024 Q1	$1.4K	Buy	+55	New	+$1.39K	﹤0.01%	3804

Other funds holding SIO

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal's SIO Position: Q2 2024 in Review

Bank of Montreal sold out of Touchstone Strategic Income Opportunities ETF (SIO) in Q2 2024, closing a stake of 55 shares — an estimated $1.4K sold.

Bank of Montreal first reported a position in SIO in Q1 2024 and held it in 1 quarter. The position peaked at $1.4K in Q1 2024. 5 funds tracked by Wall St. Rank hold SIO as of Q2 2024.

Bank of Montreal reported no remaining Touchstone Strategic Income Opportunities ETF position as of Q2 2024 after selling out during the quarter.
Bank of Montreal sold 55 Touchstone Strategic Income Opportunities ETF shares in Q2 2024, an estimated $1.4K.
Bank of Montreal first reported a position in Touchstone Strategic Income Opportunities ETF in Q1 2024 and held it in 1 quarter.
Bank of Montreal's Touchstone Strategic Income Opportunities ETF position peaked at $1.4K in Q1 2024.
5 funds tracked by Wall St. Rank held Touchstone Strategic Income Opportunities ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.