NAM
HFSI

NorthCrest Asset Manangement’s Hartford Strategic Income ETF HFSI Stock Holding History

NorthCrest Asset Manangement’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
2025
Q1 		– Sell
-6,130
Closed -$210K – 639
2024
Q4 		$210K Buy
+6,130
New +$214K 0.01% 541

Other funds holding HFSI

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NorthCrest Asset Manangement's HFSI Position: Q1 2025 in Review

NorthCrest Asset Manangement sold out of Hartford Strategic Income ETF (HFSI) in Q1 2025, closing a stake of 6,130 shares — an estimated $210K sold.

NorthCrest Asset Manangement first reported a position in HFSI in Q4 2024 and held it in 1 quarter. The position peaked at $210K in Q4 2024. 12 funds tracked by Wall St. Rank hold HFSI as of Q1 2025.

  • NorthCrest Asset Manangement reported no remaining Hartford Strategic Income ETF position as of Q1 2025 after selling out during the quarter.
  • NorthCrest Asset Manangement sold 6,130 Hartford Strategic Income ETF shares in Q1 2025, an estimated $210K.
  • NorthCrest Asset Manangement first reported a position in Hartford Strategic Income ETF in Q4 2024 and held it in 1 quarter.
  • NorthCrest Asset Manangement's Hartford Strategic Income ETF position peaked at $210K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q1 2025.

Based on NorthCrest Asset Manangement's 13F filing for Q1 2025, filed 16 Apr 2025.