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Oregon Pacific Wealth Management’s Touchstone Strategic Income Opportunities ETF SIO Stock Holding History

Oregon Pacific Wealth Management’s Portfolio SIO Stock Details SIO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.88M Sell
71,871
-1,546
-2% -$40.4K 1.78% 12
2025
Q1 		$1.89M Buy
73,417
+14,130
+24% +$364K 1.89% 11
2024
Q4 		$1.51M Buy
+59,287
New +$1.51M 1.48% 17