Commonwealth Equity Services
HFSI

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
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

NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
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

Commonwealth Equity Services's HFSI Position: Q2 2026 in Review

Commonwealth Equity Services increased its Hartford Strategic Income ETF (HFSI) stake by 8.9% in Q2 2026, buying an estimated $514K and bringing the position to 178,985 shares worth $6.29M. The position accounts for 0.01% of the portfolio, ranked #1249.

Commonwealth Equity Services first reported a position in HFSI in Q1 2025 and has held it in 6 quarters since. 39 funds tracked by Wall St. Rank hold HFSI as of Q2 2026.

  • Commonwealth Equity Services held 178,985 shares of Hartford Strategic Income ETF worth $6.29M as of Q2 2026.
  • Commonwealth Equity Services bought 14,594 Hartford Strategic Income ETF shares in Q2 2026, an estimated $514K.
  • Hartford Strategic Income ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1249 holding.
  • Commonwealth Equity Services first reported a position in Hartford Strategic Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 39 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.