Jones Financial Companies
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Jones Financial Companies’s Touchstone Strategic Income Opportunities ETF SIO Stock Holding History

Jones Financial Companies’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
Q1 		$28.2K Buy
1,101
+160
+17% +$4.16K ﹤0.01% 3158
2025
Q4 		$24.4K Buy
941
+16
+2% +$422 ﹤0.01% 2846
2025
Q3 		$24.4K Buy
925
+103
+13% +$2.7K ﹤0.01% 2692
2025
Q2 		$21.4K Buy
+822
New +$21.2K ﹤0.01% 2562

Other funds holding SIO

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WF
Willow Financial Rogers, Arkansas $98.7M AUM
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
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Jones Financial Companies's SIO Position: Q1 2026 in Review

Jones Financial Companies increased its Touchstone Strategic Income Opportunities ETF (SIO) stake by 17% in Q1 2026, buying an estimated $4.16K and bringing the position to 1,101 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3158.

Jones Financial Companies first reported a position in SIO in Q2 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold SIO as of Q1 2026.

  • Jones Financial Companies held 1,101 shares of Touchstone Strategic Income Opportunities ETF worth $28.2K as of Q1 2026.
  • Jones Financial Companies bought 160 Touchstone Strategic Income Opportunities ETF shares in Q1 2026, an estimated $4.16K.
  • Touchstone Strategic Income Opportunities ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3158 holding.
  • Jones Financial Companies first reported a position in Touchstone Strategic Income Opportunities ETF in Q2 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Touchstone Strategic Income Opportunities ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.