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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-71,871	Closed	-$1.88M	–	154
2025 Q2	$1.88M	Sell	71,871 -1,546	-2%	-$39.8K	1.78%	12
2025 Q1	$1.89M	Buy	73,417 +14,130	+24%	+$362K	1.89%	11
2024 Q4	$1.51M	Buy	+59,287	New	+$1.54M	1.48%	17

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 $52.5B AUM 27.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

FRA

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

AWA

Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Oregon Pacific Wealth Management's SIO Position: Q3 2025 in Review

Oregon Pacific Wealth Management sold out of Touchstone Strategic Income Opportunities ETF (SIO) in Q3 2025, closing a stake of 71,871 shares — an estimated $1.88M sold.

Oregon Pacific Wealth Management first reported a position in SIO in Q4 2024 and held it in 3 quarters. The position peaked at $1.89M in Q1 2025. 12 funds tracked by Wall St. Rank hold SIO as of Q3 2025.

Oregon Pacific Wealth Management reported no remaining Touchstone Strategic Income Opportunities ETF position as of Q3 2025 after selling out during the quarter.
Oregon Pacific Wealth Management sold 71,871 Touchstone Strategic Income Opportunities ETF shares in Q3 2025, an estimated $1.88M.
Oregon Pacific Wealth Management first reported a position in Touchstone Strategic Income Opportunities ETF in Q4 2024 and held it in 3 quarters.
Oregon Pacific Wealth Management's Touchstone Strategic Income Opportunities ETF position peaked at $1.89M in Q1 2025.
12 funds tracked by Wall St. Rank held Touchstone Strategic Income Opportunities ETF as of Q3 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.