CWC Advisors’s Hartford Strategic Income ETF HFSI Stock Holding History

CWC Advisors’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	$383K	Hold	11,408	–	–	0.18%	116
2026 Q2	$401K	Buy	+11,408	New	+$402K	0.18%	114

Other funds holding HFSI

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

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Meridian Financial Holliston, Massachusetts $214M AUM 14.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

CWC Advisors's HFSI Position: Q3 2026 in Review

CWC Advisors held its Hartford Strategic Income ETF (HFSI) position steady in Q3 2026 at 11,408 shares worth $383K. The position accounts for 0.18% of the portfolio, ranked #116.

CWC Advisors first reported a position in HFSI in Q2 2026 and has held it in 2 quarters since. The position peaked at $401K in Q2 2026. 7 funds tracked by Wall St. Rank hold HFSI as of Q3 2026.

CWC Advisors held 11,408 shares of Hartford Strategic Income ETF worth $383K as of Q3 2026.
CWC Advisors left its Hartford Strategic Income ETF share count unchanged in Q3 2026.
Hartford Strategic Income ETF made up 0.18% of CWC Advisors's portfolio in Q3 2026, its #116 holding.
CWC Advisors first reported a position in Hartford Strategic Income ETF in Q2 2026 and has held it in 2 quarters since.
CWC Advisors's Hartford Strategic Income ETF position peaked at $401K in Q2 2026.
7 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.