Northwestern Mutual Wealth Management
HFSI

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

Northwestern Mutual 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
Q2 		$91.4M Buy
2,599,232
+475,941
+22% +$16.8M 0.05% 199
2026
Q1 		$73.7M Buy
2,123,291
+334,128
+19% +$11.9M 0.05% 208
2025
Q4 		$63.5M Buy
+1,789,163
New +$63.9M 0.04% 228

Other funds holding HFSI

NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
MWM
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
BFG
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

Northwestern Mutual Wealth Management's HFSI Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Hartford Strategic Income ETF (HFSI) stake by 22% in Q2 2026, buying an estimated $16.8M and bringing the position to 2,599,232 shares worth $91.4M. The position accounts for 0.05% of the portfolio, ranked #199.

Northwestern Mutual Wealth Management 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.

  • Northwestern Mutual Wealth Management held 2,599,232 shares of Hartford Strategic Income ETF worth $91.4M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 475,941 Hartford Strategic Income ETF shares in Q2 2026, an estimated $16.8M.
  • Hartford Strategic Income ETF made up 0.05% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #199 holding.
  • Northwestern Mutual Wealth Management 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 Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.