CWS
HFSI

Cypress Wealth Services’s Hartford Strategic Income ETF HFSI Stock Holding History

Cypress Wealth 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 		$309K Buy
8,785
+121
+1% +$4.26K 0.04% 334
2026
Q1 		$301K Buy
8,664
+132
+2% +$4.68K 0.04% 304
2025
Q4 		$303K Buy
+8,532
New +$305K 0.04% 300

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Cypress Wealth Services's HFSI Position: Q2 2026 in Review

Cypress Wealth Services increased its Hartford Strategic Income ETF (HFSI) stake by 1.4% in Q2 2026, buying an estimated $4.26K and bringing the position to 8,785 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #334.

Cypress Wealth Services first reported a position in HFSI in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold HFSI as of Q2 2026.

  • Cypress Wealth Services held 8,785 shares of Hartford Strategic Income ETF worth $309K as of Q2 2026.
  • Cypress Wealth Services bought 121 Hartford Strategic Income ETF shares in Q2 2026, an estimated $4.26K.
  • Hartford Strategic Income ETF made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #334 holding.
  • Cypress Wealth Services first reported a position in Hartford Strategic Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.