BFWM
HFSI

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

Bright Futures 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 		$330K Buy
9,374
+371
+4% +$13.1K 0.21% 128
2026
Q1 		$313K Sell
9,003
-263
-3% -$9.33K 0.21% 116
2025
Q4 		$329K Buy
+9,266
New +$331K 0.24% 106

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

Bright Futures Wealth Management's HFSI Position: Q2 2026 in Review

Bright Futures Wealth Management increased its Hartford Strategic Income ETF (HFSI) stake by 4.1% in Q2 2026, buying an estimated $13.1K and bringing the position to 9,374 shares worth $330K. The position accounts for 0.21% of the portfolio, ranked #128.

Bright Futures Wealth Management first reported a position in HFSI in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold HFSI as of Q2 2026.

  • Bright Futures Wealth Management held 9,374 shares of Hartford Strategic Income ETF worth $330K as of Q2 2026.
  • Bright Futures Wealth Management bought 371 Hartford Strategic Income ETF shares in Q2 2026, an estimated $13.1K.
  • Hartford Strategic Income ETF made up 0.21% of Bright Futures Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Bright Futures Wealth Management first reported a position in Hartford Strategic Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.