Osaic Holdings’s Hartford Strategic Income ETF HFSI Stock Holding History

Osaic Holdings’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	$16.1M	Buy	462,425 +20,774	+5%	+$737K	0.02%	663
2025 Q4	$15.7M	Buy	441,651 +155,669	+54%	+$5.56M	0.02%	688
2025 Q3	$10.1M	Buy	285,982 +261,466	+1,067%	+$9.22M	0.01%	999
2025 Q2	$856K	Buy	24,516 +11,356	+86%	+$389K	﹤0.01%	2631
2025 Q1	$455K	Buy	13,160 +5,655	+75%	+$196K	﹤0.01%	2966
2024 Q4	$257K	Buy	7,505 +1,731	+30%	+$60.5K	﹤0.01%	3380
2024 Q3	$205K	Buy	5,774 +1,409	+32%	+$49.1K	﹤0.01%	3628
2024 Q2	$148K	Buy	4,365 +2,265	+108%	+$76.4K	﹤0.01%	3814
2024 Q1	$71.5K	Buy	+2,100	New	+$71.2K	﹤0.01%	4488

Other funds holding HFSI

NECFA

New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 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 $1.67B AUM 13.03% 1-Year Est. Return

Osaic Holdings's HFSI Position: Q1 2026 in Review

Osaic Holdings increased its Hartford Strategic Income ETF (HFSI) stake by 4.7% in Q1 2026, buying an estimated $737K and bringing the position to 462,425 shares worth $16.1M. The position accounts for 0.02% of the portfolio, ranked #663.

Osaic Holdings first reported a position in HFSI in Q1 2024 and has held it in 9 quarters since. 68 funds tracked by Wall St. Rank hold HFSI as of Q1 2026.

Osaic Holdings held 462,425 shares of Hartford Strategic Income ETF worth $16.1M as of Q1 2026.
Osaic Holdings bought 20,774 Hartford Strategic Income ETF shares in Q1 2026, an estimated $737K.
Hartford Strategic Income ETF made up 0.02% of Osaic Holdings's portfolio in Q1 2026, its #663 holding.
Osaic Holdings first reported a position in Hartford Strategic Income ETF in Q1 2024 and has held it in 9 quarters since.
68 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.