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RHL Group’s Touchstone Strategic Income Opportunities ETF SIO Stock Holding History

RHL Group’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 		$446K Buy
17,148
+1,662
+11% +$42.8K 0.37% 22
2026
Q1 		$397K Buy
15,486
+13,733
+783% +$357K 0.34% 22
2025
Q4 		$45.5K Buy
+1,753
New +$46.2K 0.04% 69

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 $59.5B AUM 35.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RHL Group's SIO Position: Q2 2026 in Review

RHL Group increased its Touchstone Strategic Income Opportunities ETF (SIO) stake by 11% in Q2 2026, buying an estimated $42.8K and bringing the position to 17,148 shares worth $446K. The position accounts for 0.37% of the portfolio, ranked #22.

RHL Group first reported a position in SIO in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold SIO as of Q2 2026.

  • RHL Group held 17,148 shares of Touchstone Strategic Income Opportunities ETF worth $446K as of Q2 2026.
  • RHL Group bought 1,662 Touchstone Strategic Income Opportunities ETF shares in Q2 2026, an estimated $42.8K.
  • Touchstone Strategic Income Opportunities ETF made up 0.37% of RHL Group's portfolio in Q2 2026, its #22 holding.
  • RHL Group first reported a position in Touchstone Strategic Income Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Touchstone Strategic Income Opportunities ETF as of Q2 2026.

Based on RHL Group's 13F filing for Q2 2026, filed 4 Aug 2026.