Jones Financial Companies
HFSI

Jones Financial Companies’s Hartford Strategic Income ETF HFSI Stock Holding History

Jones Financial Companies’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
Q1 		$5.17M Buy
149,037
+97,694
+190% +$3.47M ﹤0.01% 1059
2025
Q4 		$1.82M Buy
51,343
+51,073
+18,916% +$1.82M ﹤0.01% 995
2025
Q3 		$9.64K Buy
+270
New +$9.52K ﹤0.01% 3094

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 $162B AUM 16.35% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $5.84B AUM 16.73% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Jones Financial Companies's HFSI Position: Q1 2026 in Review

Jones Financial Companies increased its Hartford Strategic Income ETF (HFSI) stake by 190% in Q1 2026, buying an estimated $3.47M and bringing the position to 149,037 shares worth $5.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Jones Financial Companies first reported a position in HFSI in Q3 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold HFSI as of Q1 2026.

  • Jones Financial Companies held 149,037 shares of Hartford Strategic Income ETF worth $5.17M as of Q1 2026.
  • Jones Financial Companies bought 97,694 Hartford Strategic Income ETF shares in Q1 2026, an estimated $3.47M.
  • Hartford Strategic Income ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1059 holding.
  • Jones Financial Companies first reported a position in Hartford Strategic Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.