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Hantz Financial Services’s Touchstone Strategic Income Opportunities ETF SIO Stock Holding History

Hantz Financial Services’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
Q1 		– Sell
-1,531
Closed -$39K – 1941
2024
Q4 		$39K Buy
+1,531
New +$39.7K ﹤0.01% 691

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Hantz Financial Services's SIO Position: Q1 2025 in Review

Hantz Financial Services sold out of Touchstone Strategic Income Opportunities ETF (SIO) in Q1 2025, closing a stake of 1,531 shares — an estimated $39K sold.

Hantz Financial Services first reported a position in SIO in Q4 2024 and held it in 1 quarter. The position peaked at $39K in Q4 2024. 12 funds tracked by Wall St. Rank hold SIO as of Q1 2025.

  • Hantz Financial Services reported no remaining Touchstone Strategic Income Opportunities ETF position as of Q1 2025 after selling out during the quarter.
  • Hantz Financial Services sold 1,531 Touchstone Strategic Income Opportunities ETF shares in Q1 2025, an estimated $39K.
  • Hantz Financial Services first reported a position in Touchstone Strategic Income Opportunities ETF in Q4 2024 and held it in 1 quarter.
  • Hantz Financial Services's Touchstone Strategic Income Opportunities ETF position peaked at $39K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held Touchstone Strategic Income Opportunities ETF as of Q1 2025.

Based on Hantz Financial Services's 13F filing for Q1 2025, filed 12 May 2025.