Diversify Wealth Management’s Hartford Strategic Income ETF HFSI Stock Holding History

Diversify Wealth Management’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	$3.6M	Buy	+103,237	New	+$3.63M	0.06%	264

Other funds holding HFSI

NECFA

New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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

Diversify Wealth Management's HFSI Position: Q2 2026 in Review

Diversify Wealth Management opened a new position in Hartford Strategic Income ETF (HFSI) in Q2 2026: 103,237 shares worth $3.6M. The stake represents 0.06% of the portfolio and ranks #264 among its holdings.

82 funds tracked by Wall St. Rank hold HFSI as of Q2 2026.

Diversify Wealth Management held 103,237 shares of Hartford Strategic Income ETF worth $3.6M as of Q2 2026.
Hartford Strategic Income ETF was a new Diversify Wealth Management position in Q2 2026.
Hartford Strategic Income ETF made up 0.06% of Diversify Wealth Management's portfolio in Q2 2026, its #264 holding.
82 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.