RMS
HFSI

Retirement Management Systems’s Hartford Strategic Income ETF HFSI Stock Holding History

Retirement Management Systems’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 		$29.3M Buy
832,783
+109,645
+15% +$3.86M 5.99% 2
2026
Q1 		$25.1M Buy
723,138
+70,594
+11% +$2.51M 6.05% 2
2025
Q4 		$23.2M Buy
+652,544
New +$23.3M 5.93% 2

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 $187B AUM 21.7% 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
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

Retirement Management Systems's HFSI Position: Q2 2026 in Review

Retirement Management Systems increased its Hartford Strategic Income ETF (HFSI) stake by 15% in Q2 2026, buying an estimated $3.86M and bringing the position to 832,783 shares worth $29.3M. The position accounts for 5.99% of the portfolio, ranked #2.

Retirement Management Systems 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.

  • Retirement Management Systems held 832,783 shares of Hartford Strategic Income ETF worth $29.3M as of Q2 2026.
  • Retirement Management Systems bought 109,645 Hartford Strategic Income ETF shares in Q2 2026, an estimated $3.86M.
  • Hartford Strategic Income ETF made up 5.99% of Retirement Management Systems's portfolio in Q2 2026, its #2 holding.
  • Retirement Management Systems 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 Retirement Management Systems's 13F filing for Q2 2026, filed 21 Jul 2026.