CIAS
HFSI

Capital Investment Advisory Services’s Hartford Strategic Income ETF HFSI Stock Holding History

Capital Investment Advisory Services’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 		$554K Buy
15,753
+8,094
+106% +$285K 0.03% 426
2026
Q1 		$266K Hold
7,659
– – 0.02% 550
2025
Q4 		$272K Buy
+7,659
New +$273K 0.02% 521

Other funds holding HFSI

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
SPW
Surience Private Wealth Yakima, Washington $114M AUM 35.7% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Capital Investment Advisory Services's HFSI Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Hartford Strategic Income ETF (HFSI) stake by 106% in Q2 2026, buying an estimated $285K and bringing the position to 15,753 shares worth $554K. The position accounts for 0.03% of the portfolio, ranked #426.

Capital Investment Advisory Services first reported a position in HFSI in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold HFSI as of Q2 2026.

  • Capital Investment Advisory Services held 15,753 shares of Hartford Strategic Income ETF worth $554K as of Q2 2026.
  • Capital Investment Advisory Services bought 8,094 Hartford Strategic Income ETF shares in Q2 2026, an estimated $285K.
  • Hartford Strategic Income ETF made up 0.03% of Capital Investment Advisory Services's portfolio in Q2 2026, its #426 holding.
  • Capital Investment Advisory Services first reported a position in Hartford Strategic Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.