AWM
HFSI

Axxcess Wealth Management’s Hartford Strategic Income ETF HFSI Stock Holding History

Axxcess Wealth Management’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
Q2 		$246K Buy
+6,983
New +$246K ﹤0.01% 927
2026
Q1 		– Sell
-6,983
Closed -$248K – 1056
2025
Q4 		$248K Hold
6,983
– – ﹤0.01% 914
2025
Q3 		$248K Buy
+6,983
New +$246K 0.01% 819

Other funds holding HFSI

NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 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
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Axxcess Wealth Management's HFSI Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Hartford Strategic Income ETF (HFSI) in Q2 2026: 6,983 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #927 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in HFSI as recently as Q4 2025.

Axxcess Wealth Management first reported a position in HFSI in Q3 2025 and has held it in 3 quarters since. The position peaked at $248K in Q3 2025. 39 funds tracked by Wall St. Rank hold HFSI as of Q2 2026.

  • Axxcess Wealth Management held 6,983 shares of Hartford Strategic Income ETF worth $246K as of Q2 2026.
  • Hartford Strategic Income ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Hartford Strategic Income ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #927 holding.
  • Axxcess Wealth Management first reported a position in Hartford Strategic Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Axxcess Wealth Management's Hartford Strategic Income ETF position peaked at $248K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.