GWP
HFSI

Gateway Wealth Partners’s Hartford Strategic Income ETF HFSI Stock Holding History

Gateway Wealth Partners’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 		– Sell
-24,950
Closed -$866K – 967
2026
Q1 		$866K Buy
24,950
+14,315
+135% +$508K 0.03% 405
2025
Q4 		$377K Buy
+10,635
New +$380K 0.04% 321

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Gateway Wealth Partners's HFSI Position: Q2 2026 in Review

Gateway Wealth Partners sold out of Hartford Strategic Income ETF (HFSI) in Q2 2026, closing a stake of 24,950 shares — an estimated $866K sold.

Gateway Wealth Partners first reported a position in HFSI in Q4 2025 and held it in 2 quarters. The position peaked at $866K in Q1 2026. 39 funds tracked by Wall St. Rank hold HFSI as of Q2 2026.

  • Gateway Wealth Partners reported no remaining Hartford Strategic Income ETF position as of Q2 2026 after selling out during the quarter.
  • Gateway Wealth Partners sold 24,950 Hartford Strategic Income ETF shares in Q2 2026, an estimated $866K.
  • Gateway Wealth Partners first reported a position in Hartford Strategic Income ETF in Q4 2025 and held it in 2 quarters.
  • Gateway Wealth Partners's Hartford Strategic Income ETF position peaked at $866K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.