Golden State Equity Partners’s Hartford Strategic Income ETF HFSI Stock Holding History

Golden State Equity 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	-1,008	Closed	-$35K	–	1884
2026 Q1	$35K	Buy	+1,008	New	+$35.8K	﹤0.01%	956

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

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

RMS

Retirement Management Systems Leonardtown, Maryland $488M AUM

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

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Golden State Equity Partners's HFSI Position: Q2 2026 in Review

Golden State Equity Partners sold out of Hartford Strategic Income ETF (HFSI) in Q2 2026, closing a stake of 1,008 shares — an estimated $35K sold.

Golden State Equity Partners first reported a position in HFSI in Q1 2026 and held it in 1 quarter. The position peaked at $35K in Q1 2026. 82 funds tracked by Wall St. Rank hold HFSI as of Q2 2026.

Golden State Equity Partners reported no remaining Hartford Strategic Income ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 1,008 Hartford Strategic Income ETF shares in Q2 2026, an estimated $35K.
Golden State Equity Partners first reported a position in Hartford Strategic Income ETF in Q1 2026 and held it in 1 quarter.
Golden State Equity Partners's Hartford Strategic Income ETF position peaked at $35K in Q1 2026.
82 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.