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

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

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. 82 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.
82 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.