CPWL
HFSI

Coquina Private Wealth LLC’s Hartford Strategic Income ETF HFSI Stock Holding History

Coquina Private Wealth LLC’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 		$294K Buy
8,353
+404
+5% +$14.2K 0.2% 75
2026
Q1 		$276K Buy
7,949
+547
+7% +$19.4K 0.22% 68
2025
Q4 		$263K Buy
+7,402
New +$264K 0.21% 73

Other funds holding HFSI

NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 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
CWM
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Coquina Private Wealth LLC's HFSI Position: Q2 2026 in Review

Coquina Private Wealth LLC increased its Hartford Strategic Income ETF (HFSI) stake by 5.1% in Q2 2026, buying an estimated $14.2K and bringing the position to 8,353 shares worth $294K. The position accounts for 0.2% of the portfolio, ranked #75.

Coquina Private Wealth LLC first reported a position in HFSI in Q4 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold HFSI as of Q2 2026.

  • Coquina Private Wealth LLC held 8,353 shares of Hartford Strategic Income ETF worth $294K as of Q2 2026.
  • Coquina Private Wealth LLC bought 404 Hartford Strategic Income ETF shares in Q2 2026, an estimated $14.2K.
  • Hartford Strategic Income ETF made up 0.2% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #75 holding.
  • Coquina Private Wealth LLC first reported a position in Hartford Strategic Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.