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

SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM