EP Wealth Advisors’s Hartford Strategic Income ETF HFSI Stock Holding History

EP Wealth 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 Q2	$1.27M	Buy	+36,063	New	+$1.27M	﹤0.01%	692

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

EP Wealth Advisors's HFSI Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Hartford Strategic Income ETF (HFSI) in Q2 2026: 36,063 shares worth $1.27M. The stake represents ﹤0.01% of the portfolio and ranks #692 among its holdings.

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

EP Wealth Advisors held 36,063 shares of Hartford Strategic Income ETF worth $1.27M as of Q2 2026.
Hartford Strategic Income ETF was a new EP Wealth Advisors position in Q2 2026.
Hartford Strategic Income ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #692 holding.
82 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.