Raymond James Financial
HFSI

Raymond James Financial’s Hartford Strategic Income ETF HFSI Stock Holding History

Raymond James Financial’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 		$41.3M Buy
1,188,578
+656,707
+123% +$23.3M 0.01% 979
2025
Q4 		$18.9M Buy
531,871
+521,590
+5,073% +$18.6M 0.01% 1488
2025
Q3 		$366K Buy
+10,281
New +$362K ﹤0.01% 4299

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

Raymond James Financial's HFSI Position: Q1 2026 in Review

Raymond James Financial increased its Hartford Strategic Income ETF (HFSI) stake by 123% in Q1 2026, buying an estimated $23.3M and bringing the position to 1,188,578 shares worth $41.3M. The position accounts for 0.01% of the portfolio, ranked #979.

Raymond James Financial first reported a position in HFSI in Q3 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold HFSI as of Q1 2026.

  • Raymond James Financial held 1,188,578 shares of Hartford Strategic Income ETF worth $41.3M as of Q1 2026.
  • Raymond James Financial bought 656,707 Hartford Strategic Income ETF shares in Q1 2026, an estimated $23.3M.
  • Hartford Strategic Income ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #979 holding.
  • Raymond James Financial first reported a position in Hartford Strategic Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.