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

UBS 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
Q1 		– Sell
-68
Closed -$1.76K – 11102
2025
Q4 		$1.76K Buy
+68
New +$1.79K ﹤0.01% 9475
2025
Q2 		– Sell
-212
Closed -$5.47K – 10782
2025
Q1 		$5.47K Buy
212
+131
+162% +$3.36K ﹤0.01% 8989
2024
Q4 		$2.06K Sell
81
-2,524
-97% -$65.4K ﹤0.01% 9117
2024
Q3 		$68.8K Buy
2,605
+2,549
+4,552% +$66.3K ﹤0.01% 6612
2024
Q2 		$1.41K Buy
56
+10
+22% +$252 ﹤0.01% 8579
2024
Q1 		$1.17K Sell
46
-381
-89% -$9.62K ﹤0.01% 8207
2023
Q4 		$10.8K Buy
+427
New +$10.4K ﹤0.01% 7422

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

UBS Group's SIO Position: Q1 2026 in Review

UBS Group sold out of Touchstone Strategic Income Opportunities ETF (SIO) in Q1 2026, closing a stake of 68 shares — an estimated $1.76K sold.

UBS Group first reported a position in SIO in Q4 2023 and held it in 7 quarters. The position peaked at $68.8K in Q3 2024. 17 funds tracked by Wall St. Rank hold SIO as of Q1 2026.

  • UBS Group reported no remaining Touchstone Strategic Income Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 68 Touchstone Strategic Income Opportunities ETF shares in Q1 2026, an estimated $1.76K.
  • UBS Group first reported a position in Touchstone Strategic Income Opportunities ETF in Q4 2023 and held it in 7 quarters.
  • UBS Group's Touchstone Strategic Income Opportunities ETF position peaked at $68.8K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held Touchstone Strategic Income Opportunities ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.