Raymond James Financial’s Touchstone Strategic Income Opportunities ETF SIO Stock Holding History

Raymond James Financial’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	$16.4M	Buy	640,143 +175,730	+38%	+$4.57M	0.01%	1616
2025 Q4	$12.1M	Buy	464,413 +408,017	+723%	+$10.8M	﹤0.01%	1813
2025 Q3	$1.48M	Buy	56,396 +16,980	+43%	+$445K	﹤0.01%	3408
2025 Q2	$1.03M	Buy	39,416 +3,852	+11%	+$99.2K	﹤0.01%	3567
2025 Q1	$917K	Buy	+35,564	New	+$912K	﹤0.01%	3559

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial's SIO Position: Q1 2026 in Review

Raymond James Financial increased its Touchstone Strategic Income Opportunities ETF (SIO) stake by 38% in Q1 2026, buying an estimated $4.57M and bringing the position to 640,143 shares worth $16.4M. The position accounts for 0.01% of the portfolio, ranked #1616.

Raymond James Financial first reported a position in SIO in Q1 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold SIO as of Q1 2026.

Raymond James Financial held 640,143 shares of Touchstone Strategic Income Opportunities ETF worth $16.4M as of Q1 2026.
Raymond James Financial bought 175,730 Touchstone Strategic Income Opportunities ETF shares in Q1 2026, an estimated $4.57M.
Touchstone Strategic Income Opportunities ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1616 holding.
Raymond James Financial first reported a position in Touchstone Strategic Income Opportunities ETF in Q1 2025 and has held it in 5 quarters since.
17 funds tracked by Wall St. Rank held Touchstone Strategic Income Opportunities ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.