Gateway Wealth Partners
HFSI icon

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

New England Capital Financial Advisors
New England Capital Financial Advisors Meriden, Connecticut $430M AUM 7.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Hartford Funds Management
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Retirement Management Systems
Retirement Management Systems Leonardtown, Maryland $488M AUM
Modern Wealth Management
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bleakley Financial Group
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 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. 82 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.
  • 82 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.