Insight Wealth Partners’s Touchstone Strategic Income Opportunities ETF SIO Stock Holding History

Insight Wealth Partners’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 Q3	$219K	Buy	+8,917	New	+$226K	0.03%	133

Other funds holding SIO

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return

Huntleigh Advisors St. Louis, Missouri $715M AUM 45.09% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Flynn Zito Capital Management Garden City, New York $379M AUM 27.93% 1-Year Est. Return

Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

RHL Group Holly, Michigan $149M AUM 28.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Insight Wealth Partners's SIO Position: Q3 2026 in Review

Insight Wealth Partners opened a new position in Touchstone Strategic Income Opportunities ETF (SIO) in Q3 2026: 8,917 shares worth $219K. The stake represents 0.03% of the portfolio and ranks #133 among its holdings.

12 funds tracked by Wall St. Rank hold SIO as of Q3 2026.

Insight Wealth Partners held 8,917 shares of Touchstone Strategic Income Opportunities ETF worth $219K as of Q3 2026.
Touchstone Strategic Income Opportunities ETF was a new Insight Wealth Partners position in Q3 2026.
Touchstone Strategic Income Opportunities ETF made up 0.03% of Insight Wealth Partners's portfolio in Q3 2026, its #133 holding.
12 funds tracked by Wall St. Rank held Touchstone Strategic Income Opportunities ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.