CWM
HFSI

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

Centric Wealth Management’s Portfolio HFSI Stock Details HFSI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$12.5M Buy
357,323
+20,651
+6% +$725K 2.99% 5
2025
Q1 		$11.6M Buy
336,672
+19,225
+6% +$664K 3.06% 4
2024
Q4 		$10.9M Buy
+317,447
New +$10.9M 2.94% 5