HPC
HFSI

Hobart Private Capital’s Hartford Strategic Income ETF HFSI Stock Holding History

Hobart Private Capital’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 		$910K Sell
25,876
-792
-3% -$27.9K 0.16% 81
2026
Q1 		$926K Buy
26,668
+41
+0.2% +$1.46K 0.18% 70
2025
Q4 		$945K Buy
+26,627
New +$951K 0.18% 72

Other funds holding HFSI

NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 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
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
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

Hobart Private Capital's HFSI Position: Q2 2026 in Review

Hobart Private Capital reduced its Hartford Strategic Income ETF (HFSI) stake by 3% in Q2 2026, selling an estimated $27.9K and leaving 25,876 shares worth $910K. The position accounts for 0.16% of the portfolio, ranked #81.

Hobart Private Capital first reported a position in HFSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $945K in Q4 2025. 82 funds tracked by Wall St. Rank hold HFSI as of Q2 2026.

  • Hobart Private Capital held 25,876 shares of Hartford Strategic Income ETF worth $910K as of Q2 2026.
  • Hobart Private Capital sold 792 Hartford Strategic Income ETF shares in Q2 2026, an estimated $27.9K.
  • Hartford Strategic Income ETF made up 0.16% of Hobart Private Capital's portfolio in Q2 2026, its #81 holding.
  • Hobart Private Capital first reported a position in Hartford Strategic Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Hobart Private Capital's Hartford Strategic Income ETF position peaked at $945K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.