Kestra Advisory Services
HFSI icon

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

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HFM
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Bank of America
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Raymond James Financial
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Benjamin Edwards Inc
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RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
Modern Wealth Management
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Bleakley Financial Group
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 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.