KAS
HFSI

Kestra Advisory Services’s Hartford Strategic Income ETF HFSI Stock Holding History

Kestra Advisory Services’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 		– Sell
-1,104
Closed -$39.2K – 4578
2025
Q4 		$39.2K Buy
+1,104
New +$39.4K ﹤0.01% 4109

Other funds holding HFSI

NECFA
New England Capital Financial Advisors Meriden, Connecticut $365M AUM 17.32% 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 $6.39B AUM 26.33% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Kestra Advisory Services's HFSI Position: Q1 2026 in Review

Kestra Advisory Services sold out of Hartford Strategic Income ETF (HFSI) in Q1 2026, closing a stake of 1,104 shares — an estimated $39.2K sold.

Kestra Advisory Services first reported a position in HFSI in Q4 2025 and held it in 1 quarter. The position peaked at $39.2K in Q4 2025. 68 funds tracked by Wall St. Rank hold HFSI as of Q1 2026.

  • Kestra Advisory Services reported no remaining Hartford Strategic Income ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,104 Hartford Strategic Income ETF shares in Q1 2026, an estimated $39.2K.
  • Kestra Advisory Services first reported a position in Hartford Strategic Income ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Hartford Strategic Income ETF position peaked at $39.2K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.