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Capital Analysts LLC’s Touchstone Strategic Income Opportunities ETF SIO Stock Holding History

Capital Analysts LLC’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
2025
Q2 		– Sell
-1,541
Closed -$40K – 1422
2025
Q1 		$40K Buy
+1,541
New +$39.5K ﹤0.01% 844

Other funds holding SIO

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Capital Analysts LLC's SIO Position: Q2 2025 in Review

Capital Analysts LLC sold out of Touchstone Strategic Income Opportunities ETF (SIO) in Q2 2025, closing a stake of 1,541 shares — an estimated $40K sold.

Capital Analysts LLC first reported a position in SIO in Q1 2025 and held it in 1 quarter. The position peaked at $40K in Q1 2025. 12 funds tracked by Wall St. Rank hold SIO as of Q2 2025.

  • Capital Analysts LLC reported no remaining Touchstone Strategic Income Opportunities ETF position as of Q2 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 1,541 Touchstone Strategic Income Opportunities ETF shares in Q2 2025, an estimated $40K.
  • Capital Analysts LLC first reported a position in Touchstone Strategic Income Opportunities ETF in Q1 2025 and held it in 1 quarter.
  • Capital Analysts LLC's Touchstone Strategic Income Opportunities ETF position peaked at $40K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held Touchstone Strategic Income Opportunities ETF as of Q2 2025.

Based on Capital Analysts LLC's 13F filing for Q2 2025, filed 13 Aug 2025.