MWM
HFSI

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

Modern 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
Q1 		$24.6M Buy
706,004
+75,521
+12% +$2.68M 0.42% 64
2025
Q4 		$22.4M Buy
630,483
+112,275
+22% +$4.01M 0.41% 63
2025
Q3 		$18.4M Buy
518,208
+183,549
+55% +$6.47M 0.36% 76
2025
Q2 		$11.7M Buy
334,659
+95,719
+40% +$3.28M 0.29% 88
2025
Q1 		$8.26M Buy
+238,940
New +$8.28M 0.26% 86

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Modern Wealth Management's HFSI Position: Q1 2026 in Review

Modern Wealth Management increased its Hartford Strategic Income ETF (HFSI) stake by 12% in Q1 2026, buying an estimated $2.68M and bringing the position to 706,004 shares worth $24.6M. The position accounts for 0.42% of the portfolio, ranked #64.

Modern Wealth Management first reported a position in HFSI in Q1 2025 and has held it in 5 quarters since. 68 funds tracked by Wall St. Rank hold HFSI as of Q1 2026.

  • Modern Wealth Management held 706,004 shares of Hartford Strategic Income ETF worth $24.6M as of Q1 2026.
  • Modern Wealth Management bought 75,521 Hartford Strategic Income ETF shares in Q1 2026, an estimated $2.68M.
  • Hartford Strategic Income ETF made up 0.42% of Modern Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Modern Wealth Management first reported a position in Hartford Strategic Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 68 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.