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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
Q2 		$4.05M Sell
157,522
-4,663
-3% -$120K 0.46% 45
2026
Q1 		$4.16M Buy
+162,185
New +$4.22M 0.51% 42

Other funds holding SIO

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
HA
Huntleigh Advisors St. Louis, Missouri $714M AUM 62.24% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Brookwood Investment Group's SIO Position: Q2 2026 in Review

Brookwood Investment Group reduced its Touchstone Strategic Income Opportunities ETF (SIO) stake by 2.9% in Q2 2026, selling an estimated $120K and leaving 157,522 shares worth $4.05M. The position accounts for 0.46% of the portfolio, ranked #45.

Brookwood Investment Group first reported a position in SIO in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.16M in Q1 2026. 19 funds tracked by Wall St. Rank hold SIO as of Q2 2026.

  • Brookwood Investment Group held 157,522 shares of Touchstone Strategic Income Opportunities ETF worth $4.05M as of Q2 2026.
  • Brookwood Investment Group sold 4,663 Touchstone Strategic Income Opportunities ETF shares in Q2 2026, an estimated $120K.
  • Touchstone Strategic Income Opportunities ETF made up 0.46% of Brookwood Investment Group's portfolio in Q2 2026, its #45 holding.
  • Brookwood Investment Group first reported a position in Touchstone Strategic Income Opportunities ETF in Q1 2026 and has held it in 2 quarters since.
  • Brookwood Investment Group's Touchstone Strategic Income Opportunities ETF position peaked at $4.16M in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Touchstone Strategic Income Opportunities ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.