AF
HFSI

Allworth Financial’s Hartford Strategic Income ETF HFSI Stock Holding History

Allworth Financial’s Portfolio HFSI Stock Details HFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-200
Closed -$7.1K – 5344
2025
Q4 		$7.1K Buy
+200
New +$7.14K ﹤0.01% 3499

Other funds holding HFSI

NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Allworth Financial's HFSI Position: Q1 2026 in Review

Allworth Financial sold out of Hartford Strategic Income ETF (HFSI) in Q1 2026, closing a stake of 200 shares — an estimated $7.1K sold.

Allworth Financial first reported a position in HFSI in Q4 2025 and held it in 1 quarter. The position peaked at $7.1K in Q4 2025. 68 funds tracked by Wall St. Rank hold HFSI as of Q1 2026.

  • Allworth Financial reported no remaining Hartford Strategic Income ETF position as of Q1 2026 after selling out during the quarter.
  • Allworth Financial sold 200 Hartford Strategic Income ETF shares in Q1 2026, an estimated $7.1K.
  • Allworth Financial first reported a position in Hartford Strategic Income ETF in Q4 2025 and held it in 1 quarter.
  • Allworth Financial's Hartford Strategic Income ETF position peaked at $7.1K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.