CAL
HFSI

Capital Analysts LLC’s Hartford Strategic Income ETF HFSI Stock Holding History

Capital Analysts 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
Q1 		$181K Buy
5,206
+2,831
+119% +$100K ﹤0.01% 662
2025
Q4 		$84K Buy
+2,375
New +$84.8K ﹤0.01% 810

Other funds holding HFSI

NECFA
New England Capital Financial Advisors Meriden, Connecticut $365M AUM 17.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Capital Analysts LLC's HFSI Position: Q1 2026 in Review

Capital Analysts LLC increased its Hartford Strategic Income ETF (HFSI) stake by 119% in Q1 2026, buying an estimated $100K and bringing the position to 5,206 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Capital Analysts LLC first reported a position in HFSI in Q4 2025 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold HFSI as of Q1 2026.

  • Capital Analysts LLC held 5,206 shares of Hartford Strategic Income ETF worth $181K as of Q1 2026.
  • Capital Analysts LLC bought 2,831 Hartford Strategic Income ETF shares in Q1 2026, an estimated $100K.
  • Hartford Strategic Income ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #662 holding.
  • Capital Analysts LLC first reported a position in Hartford Strategic Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.