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

Willow 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	$6.13M	Buy	239,261 +13	+0%	+$338	6.21%	5
2025 Q4	$6.21M	Buy	+239,248	New	+$6.3M	6.31%	5

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

FRA

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

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Willow Financial's SIO Position: Q1 2026 in Review

Willow Financial increased its Touchstone Strategic Income Opportunities ETF (SIO) stake by 0.01% in Q1 2026, buying an estimated $338 and bringing the position to 239,261 shares worth $6.13M. The position accounts for 6.21% of the portfolio, ranked #5.

Willow Financial first reported a position in SIO in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.21M in Q4 2025. 17 funds tracked by Wall St. Rank hold SIO as of Q1 2026.

Willow Financial held 239,261 shares of Touchstone Strategic Income Opportunities ETF worth $6.13M as of Q1 2026.
Willow Financial bought 13 Touchstone Strategic Income Opportunities ETF shares in Q1 2026, an estimated $338.
Touchstone Strategic Income Opportunities ETF made up 6.21% of Willow Financial's portfolio in Q1 2026, its #5 holding.
Willow Financial first reported a position in Touchstone Strategic Income Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
Willow Financial's Touchstone Strategic Income Opportunities ETF position peaked at $6.21M in Q4 2025.
17 funds tracked by Wall St. Rank held Touchstone Strategic Income Opportunities ETF as of Q1 2026.

Based on Willow Financial's 13F filing for Q1 2026, filed 21 Apr 2026.