Envestnet Asset Management
SIO icon

Envestnet Asset Management’s Touchstone Strategic Income Opportunities ETF SIO Stock Holding History

Envestnet Asset Management’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 		$7.15M Buy
278,546
+261,994
+1,583% +$6.74M ﹤0.01% 2190
2026
Q1 		$424K Buy
16,552
+2,430
+17% +$63.2K ﹤0.01% 4043
2025
Q4 		$366K Buy
14,122
+757
+6% +$19.9K ﹤0.01% 3898
2025
Q3 		$352K Buy
13,365
+498
+4% +$13K ﹤0.01% 3983
2025
Q2 		$336K Buy
12,867
+1,098
+9% +$28.3K ﹤0.01% 3954
2025
Q1 		$303K Buy
11,769
+198
+2% +$5.08K ﹤0.01% 3922
2024
Q4 		$294K Buy
11,571
+446
+4% +$11.6K ﹤0.01% 3901
2024
Q3 		$294K Buy
11,125
+2,085
+23% +$54.2K ﹤0.01% 3835
2024
Q2 		$228K Buy
+9,040
New +$228K ﹤0.01% 3860

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
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
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Envestnet Asset Management's SIO Position: Q2 2026 in Review

Envestnet Asset Management increased its Touchstone Strategic Income Opportunities ETF (SIO) stake by 1,583% in Q2 2026, buying an estimated $6.74M and bringing the position to 278,546 shares worth $7.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2190.

Envestnet Asset Management first reported a position in SIO in Q2 2024 and has held it in 9 quarters since. 11 funds tracked by Wall St. Rank hold SIO as of Q2 2026.

  • Envestnet Asset Management held 278,546 shares of Touchstone Strategic Income Opportunities ETF worth $7.15M as of Q2 2026.
  • Envestnet Asset Management bought 261,994 Touchstone Strategic Income Opportunities ETF shares in Q2 2026, an estimated $6.74M.
  • Touchstone Strategic Income Opportunities ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2190 holding.
  • Envestnet Asset Management first reported a position in Touchstone Strategic Income Opportunities ETF in Q2 2024 and has held it in 9 quarters since.
  • 11 funds tracked by Wall St. Rank held Touchstone Strategic Income Opportunities ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.