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DHJJ Financial Advisors’s Touchstone Strategic Income Opportunities ETF SIO Stock Holding History

DHJJ Financial Advisors’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 		$514 Hold
20
– – ﹤0.01% 899
2026
Q1 		$513 Hold
20
– – ﹤0.01% 891
2025
Q4 		$519 Hold
20
– – ﹤0.01% 848
2025
Q3 		$527 Hold
20
– – ﹤0.01% 815
2025
Q2 		$523 Buy
+20
New +$515 ﹤0.01% 793

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
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
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
RG
RHL Group Holly, Michigan $120M AUM
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return

DHJJ Financial Advisors's SIO Position: Q2 2026 in Review

DHJJ Financial Advisors held its Touchstone Strategic Income Opportunities ETF (SIO) position steady in Q2 2026 at 20 shares worth $514. The position accounts for ﹤0.01% of the portfolio, ranked #899.

DHJJ Financial Advisors first reported a position in SIO in Q2 2025 and has held it in 5 quarters since. The position peaked at $527 in Q3 2025. 11 funds tracked by Wall St. Rank hold SIO as of Q2 2026.

  • DHJJ Financial Advisors held 20 shares of Touchstone Strategic Income Opportunities ETF worth $514 as of Q2 2026.
  • DHJJ Financial Advisors left its Touchstone Strategic Income Opportunities ETF share count unchanged in Q2 2026.
  • Touchstone Strategic Income Opportunities ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #899 holding.
  • DHJJ Financial Advisors first reported a position in Touchstone Strategic Income Opportunities ETF in Q2 2025 and has held it in 5 quarters since.
  • DHJJ Financial Advisors's Touchstone Strategic Income Opportunities ETF position peaked at $527 in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Touchstone Strategic Income Opportunities ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.