Commonwealth Equity Services’s Hartford Strategic Income ETF HFSI Stock Holding History

Commonwealth Equity 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 Q3	$6.57M	Buy	195,644 +16,659	+9%	+$579K	0.01%	1183
2026 Q2	$6.29M	Buy	178,985 +14,594	+9%	+$514K	0.01%	1249
2026 Q1	$5.71M	Buy	164,391 +63,139	+62%	+$2.24M	0.01%	1241
2025 Q4	$3.59M	Buy	101,252 +44,914	+80%	+$1.6M	﹤0.01%	1562
2025 Q3	$2M	Buy	56,338 +18,650	+49%	+$658K	﹤0.01%	1991
2025 Q2	$1.32M	Buy	37,688 +9,092	+32%	+$311K	﹤0.01%	2348
2025 Q1	$988K	Buy	+28,596	New	+$991K	﹤0.01%	2465

Other funds holding HFSI

New England Capital Financial Advisors Meriden, Connecticut $430M AUM 7.57% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Sierra Ocean Ripon, California $162M AUM 16.38% 1-Year Est. Return

Live Oak Investment Partners Austin, Texas $185M AUM 15.1% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Commonwealth Equity Services's HFSI Position: Q3 2026 in Review

Commonwealth Equity Services increased its Hartford Strategic Income ETF (HFSI) stake by 9.3% in Q3 2026, buying an estimated $579K and bringing the position to 195,644 shares worth $6.57M. The position accounts for 0.01% of the portfolio, ranked #1183.

Commonwealth Equity Services first reported a position in HFSI in Q1 2025 and has held it in 7 quarters since. 52 funds tracked by Wall St. Rank hold HFSI as of Q3 2026.

Commonwealth Equity Services held 195,644 shares of Hartford Strategic Income ETF worth $6.57M as of Q3 2026.
Commonwealth Equity Services bought 16,659 Hartford Strategic Income ETF shares in Q3 2026, an estimated $579K.
Hartford Strategic Income ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #1183 holding.
Commonwealth Equity Services first reported a position in Hartford Strategic Income ETF in Q1 2025 and has held it in 7 quarters since.
52 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.