AWA
HFSI

Arkadios Wealth Advisors’s Hartford Strategic Income ETF HFSI Stock Holding History

Arkadios Wealth Advisors’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 		$744K Buy
21,441
+4,224
+25% +$150K 0.01% 922
2025
Q4 		$611K Buy
17,217
+9,050
+111% +$323K 0.01% 909
2025
Q3 		$290K Buy
+8,167
New +$288K 0.01% 1167

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

Arkadios Wealth Advisors's HFSI Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Hartford Strategic Income ETF (HFSI) stake by 25% in Q1 2026, buying an estimated $150K and bringing the position to 21,441 shares worth $744K. The position accounts for 0.01% of the portfolio, ranked #922.

Arkadios Wealth Advisors first reported a position in HFSI in Q3 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold HFSI as of Q1 2026.

  • Arkadios Wealth Advisors held 21,441 shares of Hartford Strategic Income ETF worth $744K as of Q1 2026.
  • Arkadios Wealth Advisors bought 4,224 Hartford Strategic Income ETF shares in Q1 2026, an estimated $150K.
  • Hartford Strategic Income ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #922 holding.
  • Arkadios Wealth Advisors first reported a position in Hartford Strategic Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.