Envestnet Asset Management
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$336K Buy
12,867
+1,098
+9% +$28.7K ﹤0.01% 3954
2025
Q1 		$303K Buy
11,769
+198
+2% +$5.1K ﹤0.01% 3922
2024
Q4 		$294K Buy
11,571
+446
+4% +$11.3K ﹤0.01% 3901
2024
Q3 		$294K Buy
11,125
+2,085
+23% +$55.1K ﹤0.01% 3835
2024
Q2 		$228K Buy
+9,040
New +$228K ﹤0.01% 3860