Janney Montgomery Scott
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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
Envestnet Asset Management
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
HA
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
RG
RHL Group Holly, Michigan $120M AUM
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 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. 11 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.
  • 11 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.