LWM
HFSI icon

Lodestone Wealth Management’s Hartford Strategic Income ETF HFSI Stock Holding History

Lodestone Wealth Management’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
Q3 		$10.2K Buy
+305
New +$10.6K ﹤0.01% 535

Other funds holding HFSI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
MF
Meridian Financial Holliston, Massachusetts $214M AUM 14.07% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Lodestone Wealth Management's HFSI Position: Q3 2026 in Review

Lodestone Wealth Management opened a new position in Hartford Strategic Income ETF (HFSI) in Q3 2026: 305 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #535 among its holdings.

7 funds tracked by Wall St. Rank hold HFSI as of Q3 2026.

  • Lodestone Wealth Management held 305 shares of Hartford Strategic Income ETF worth $10.2K as of Q3 2026.
  • Hartford Strategic Income ETF was a new Lodestone Wealth Management position in Q3 2026.
  • Hartford Strategic Income ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #535 holding.
  • 7 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.