OneDigital Investment Advisors’s Hartford Strategic Income ETF HFSI Stock Holding History

OneDigital Investment Advisors’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
2023 Q3	–	Sell	-15,201	Closed	-$506K	–	1041
2023 Q2	$506K	Sell	15,201 -703	-4%	-$23.5K	0.01%	639
2023 Q1	$534K	Buy	15,904 +314	+2%	+$10.5K	0.01%	595
2022 Q4	$510K	Buy	+15,590	New	+$505K	0.01%	517

Other funds holding HFSI

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

OneDigital Investment Advisors's HFSI Position: Q3 2023 in Review

OneDigital Investment Advisors sold out of Hartford Strategic Income ETF (HFSI) in Q3 2023, closing a stake of 15,201 shares — an estimated $506K sold.

OneDigital Investment Advisors first reported a position in HFSI in Q4 2022 and held it in 3 quarters. The position peaked at $534K in Q1 2023. 6 funds tracked by Wall St. Rank hold HFSI as of Q3 2023.

OneDigital Investment Advisors reported no remaining Hartford Strategic Income ETF position as of Q3 2023 after selling out during the quarter.
OneDigital Investment Advisors sold 15,201 Hartford Strategic Income ETF shares in Q3 2023, an estimated $506K.
OneDigital Investment Advisors first reported a position in Hartford Strategic Income ETF in Q4 2022 and held it in 3 quarters.
OneDigital Investment Advisors's Hartford Strategic Income ETF position peaked at $534K in Q1 2023.
6 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q3 2023.

Based on OneDigital Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.