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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

RMS

Retirement Management Systems Leonardtown, Maryland $488M AUM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 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. 82 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.
82 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.