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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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 New York $1.21T AUM 78.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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. 19 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.
19 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.