BWL
HFSI

Bogart Wealth LLC’s Hartford Strategic Income ETF HFSI Stock Holding History

Bogart Wealth LLC’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 		$25.4K Buy
724
+10
+1% +$352 ﹤0.01% 723
2026
Q1 		$24.8K Buy
714
+11
+2% +$390 ﹤0.01% 666
2025
Q4 		$24.9K Buy
703
+145
+26% +$5.18K ﹤0.01% 628
2025
Q3 		$19.8K Buy
+558
New +$19.7K ﹤0.01% 666

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

Bogart Wealth LLC's HFSI Position: Q2 2026 in Review

Bogart Wealth LLC increased its Hartford Strategic Income ETF (HFSI) stake by 1.4% in Q2 2026, buying an estimated $352 and bringing the position to 724 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Bogart Wealth LLC first reported a position in HFSI in Q3 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold HFSI as of Q2 2026.

  • Bogart Wealth LLC held 724 shares of Hartford Strategic Income ETF worth $25.4K as of Q2 2026.
  • Bogart Wealth LLC bought 10 Hartford Strategic Income ETF shares in Q2 2026, an estimated $352.
  • Hartford Strategic Income ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #723 holding.
  • Bogart Wealth LLC first reported a position in Hartford Strategic Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 39 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.