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Live Oak Investment Partners’s Hartford Strategic Income ETF HFSI Stock Holding History

Live Oak Investment Partners’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 		$9.38M Buy
266,848
+11,341
+4% +$399K 5.05% 4
2026
Q1 		$8.87M Buy
255,507
+77,784
+44% +$2.76M 5.24% 4
2025
Q4 		$6.31M Buy
+177,723
New +$6.35M 3.87% 6

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
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bleakley Financial Group
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Live Oak Investment Partners's HFSI Position: Q2 2026 in Review

Live Oak Investment Partners increased its Hartford Strategic Income ETF (HFSI) stake by 4.4% in Q2 2026, buying an estimated $399K and bringing the position to 266,848 shares worth $9.38M. The position accounts for 5.05% of the portfolio, ranked #4.

Live Oak Investment Partners first reported a position in HFSI in Q4 2025 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold HFSI as of Q2 2026.

  • Live Oak Investment Partners held 266,848 shares of Hartford Strategic Income ETF worth $9.38M as of Q2 2026.
  • Live Oak Investment Partners bought 11,341 Hartford Strategic Income ETF shares in Q2 2026, an estimated $399K.
  • Hartford Strategic Income ETF made up 5.05% of Live Oak Investment Partners's portfolio in Q2 2026, its #4 holding.
  • Live Oak Investment Partners first reported a position in Hartford Strategic Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.