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 Q2	$13.6K	Buy	+530	New	+$13.6K	﹤0.01%	8381
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 Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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 New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group's SIO Position: Q2 2026 in Review

UBS Group opened a new position in Touchstone Strategic Income Opportunities ETF (SIO) in Q2 2026: 530 shares worth $13.6K. The stake represents ﹤0.01% of the portfolio and ranks #8381 among its holdings. This is a return to the name: UBS Group previously reported a position in SIO as recently as Q4 2025.

UBS Group first reported a position in SIO in Q4 2023 and has held it in 8 quarters since. The position peaked at $68.8K in Q3 2024. 19 funds tracked by Wall St. Rank hold SIO as of Q2 2026.

UBS Group held 530 shares of Touchstone Strategic Income Opportunities ETF worth $13.6K as of Q2 2026.
Touchstone Strategic Income Opportunities ETF was a new UBS Group position in Q2 2026.
Touchstone Strategic Income Opportunities ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8381 holding.
UBS Group first reported a position in Touchstone Strategic Income Opportunities ETF in Q4 2023 and has held it in 8 quarters since.
UBS Group's Touchstone Strategic Income Opportunities ETF position peaked at $68.8K in Q3 2024.
19 funds tracked by Wall St. Rank held Touchstone Strategic Income Opportunities ETF as of Q2 2026.

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