BEI
HFSI

Benjamin Edwards Inc’s Hartford Strategic Income ETF HFSI Stock Holding History

Benjamin Edwards Inc’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 		$34.1M Sell
968,502
-2,885
-0.3% -$102K 0.31% 93
2026
Q1 		$33.7M Buy
+971,387
New +$34.5M 0.34% 92

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 $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $1.82B AUM 16.11% 1-Year Est. Return

Benjamin Edwards Inc's HFSI Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Hartford Strategic Income ETF (HFSI) stake by 0.3% in Q2 2026, selling an estimated $102K and leaving 968,502 shares worth $34.1M. The position accounts for 0.31% of the portfolio, ranked #93.

Benjamin Edwards Inc first reported a position in HFSI in Q1 2026 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold HFSI as of Q2 2026.

  • Benjamin Edwards Inc held 968,502 shares of Hartford Strategic Income ETF worth $34.1M as of Q2 2026.
  • Benjamin Edwards Inc sold 2,885 Hartford Strategic Income ETF shares in Q2 2026, an estimated $102K.
  • Hartford Strategic Income ETF made up 0.31% of Benjamin Edwards Inc's portfolio in Q2 2026, its #93 holding.
  • Benjamin Edwards Inc first reported a position in Hartford Strategic Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.