CWAI
HFSI

Core Wealth Advisors (Indiana)’s Hartford Strategic Income ETF HFSI Stock Holding History

Core Wealth Advisors (Indiana)’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 		$633K Sell
17,991
-66,566
-79% -$2.34M 0.47% 27
2026
Q1 		$2.94M Sell
84,557
-21,335
-20% -$757K 2.26% 17
2025
Q4 		$3.76M Buy
+105,892
New +$3.78M 2.96% 15

Other funds holding HFSI

NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Core Wealth Advisors (Indiana)'s HFSI Position: Q2 2026 in Review

Core Wealth Advisors (Indiana) reduced its Hartford Strategic Income ETF (HFSI) stake by 79% in Q2 2026, selling an estimated $2.34M and leaving 17,991 shares worth $633K. The position accounts for 0.47% of the portfolio, ranked #27.

Core Wealth Advisors (Indiana) first reported a position in HFSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.76M in Q4 2025. 82 funds tracked by Wall St. Rank hold HFSI as of Q2 2026.

  • Core Wealth Advisors (Indiana) held 17,991 shares of Hartford Strategic Income ETF worth $633K as of Q2 2026.
  • Core Wealth Advisors (Indiana) sold 66,566 Hartford Strategic Income ETF shares in Q2 2026, an estimated $2.34M.
  • Hartford Strategic Income ETF made up 0.47% of Core Wealth Advisors (Indiana)'s portfolio in Q2 2026, its #27 holding.
  • Core Wealth Advisors (Indiana) first reported a position in Hartford Strategic Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Core Wealth Advisors (Indiana)'s Hartford Strategic Income ETF position peaked at $3.76M in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2026.

Based on Core Wealth Advisors (Indiana)'s 13F filing for Q2 2026, filed 4 Aug 2026.