Envestnet Asset Management
HFSI

Envestnet Asset Management’s Hartford Strategic Income ETF HFSI Stock Holding History

Envestnet Asset 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 		$13.1M Buy
372,711
+28,680
+8% +$1.01M ﹤0.01% 1745
2026
Q1 		$11.9M Buy
+344,031
New +$12.2M ﹤0.01% 1705
2025
Q4 		– Sell
-130,156
Closed -$4.63M – 4722
2025
Q3 		$4.63M Buy
+130,156
New +$4.59M ﹤0.01% 2295

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
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 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

Envestnet Asset Management's HFSI Position: Q2 2026 in Review

Envestnet Asset Management increased its Hartford Strategic Income ETF (HFSI) stake by 8.3% in Q2 2026, buying an estimated $1.01M and bringing the position to 372,711 shares worth $13.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1745.

Envestnet Asset Management first reported a position in HFSI in Q3 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold HFSI as of Q2 2026.

  • Envestnet Asset Management held 372,711 shares of Hartford Strategic Income ETF worth $13.1M as of Q2 2026.
  • Envestnet Asset Management bought 28,680 Hartford Strategic Income ETF shares in Q2 2026, an estimated $1.01M.
  • Hartford Strategic Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1745 holding.
  • Envestnet Asset Management first reported a position in Hartford Strategic Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.