Janney Montgomery Scott’s Touchstone Strategic Income Opportunities ETF SIO Stock Holding History

Janney Montgomery Scott’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	$11.5M	Buy	449,277 +87,652	+24%	+$2.26M	0.02%	628
2026 Q1	$9.27M	Buy	361,625 +50,581	+16%	+$1.32M	0.02%	615
2025 Q4	$8.07M	Buy	311,044 +37,716	+14%	+$994K	0.02%	702
2025 Q3	$7.2M	Buy	273,328 +10,046	+4%	+$263K	0.02%	741
2025 Q2	$6.88M	Buy	263,282 +24,814	+10%	+$639K	0.02%	693
2025 Q1	$6.15M	Sell	238,468 -4,612	-2%	-$118K	0.02%	706
2024 Q4	$6.18M	Buy	+243,080	New	+$6.3M	0.02%	704

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Janney Montgomery Scott's SIO Position: Q2 2026 in Review

Janney Montgomery Scott increased its Touchstone Strategic Income Opportunities ETF (SIO) stake by 24% in Q2 2026, buying an estimated $2.26M and bringing the position to 449,277 shares worth $11.5M. The position accounts for 0.02% of the portfolio, ranked #628.

Janney Montgomery Scott first reported a position in SIO in Q4 2024 and has held it in 7 quarters since. 19 funds tracked by Wall St. Rank hold SIO as of Q2 2026.

Janney Montgomery Scott held 449,277 shares of Touchstone Strategic Income Opportunities ETF worth $11.5M as of Q2 2026.
Janney Montgomery Scott bought 87,652 Touchstone Strategic Income Opportunities ETF shares in Q2 2026, an estimated $2.26M.
Touchstone Strategic Income Opportunities ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q2 2026, its #628 holding.
Janney Montgomery Scott first reported a position in Touchstone Strategic Income Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
19 funds tracked by Wall St. Rank held Touchstone Strategic Income Opportunities ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.