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Brookwood Investment Group’s Touchstone Strategic Income Opportunities ETF SIO Stock Holding History

Brookwood Investment Group’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
2026
Q1 		$4.16M Buy
+162,185
New +$4.22M 0.53% 42

Other funds holding SIO

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WF
Willow Financial Rogers, Arkansas $98.7M AUM
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return