RPGK
HFSI

Retirement Planning Group (Kansas)’s Hartford Strategic Income ETF HFSI Stock Holding History

Retirement Planning Group (Kansas)’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 		$4.24M Buy
122,142
+101,731
+498% +$3.61M 0.13% 73
2025
Q4 		$724K Buy
+20,411
New +$729K 0.02% 220

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
Raymond James Financial
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 $6.39B AUM 26.33% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Retirement Planning Group (Kansas)'s HFSI Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Hartford Strategic Income ETF (HFSI) stake by 498% in Q1 2026, buying an estimated $3.61M and bringing the position to 122,142 shares worth $4.24M. The position accounts for 0.13% of the portfolio, ranked #73.

Retirement Planning Group (Kansas) first reported a position in HFSI in Q4 2025 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold HFSI as of Q1 2026.

  • Retirement Planning Group (Kansas) held 122,142 shares of Hartford Strategic Income ETF worth $4.24M as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 101,731 Hartford Strategic Income ETF shares in Q1 2026, an estimated $3.61M.
  • Hartford Strategic Income ETF made up 0.13% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #73 holding.
  • Retirement Planning Group (Kansas) first reported a position in Hartford Strategic Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.