Sierra Ocean’s Hartford Strategic Income ETF HFSI Stock Holding History

Sierra Ocean’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 Q3	$10M	Buy	+297,926	New	+$10.4M	6.18%	6

Other funds holding HFSI

New England Capital Financial Advisors Meriden, Connecticut $430M AUM 7.57% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Live Oak Investment Partners Austin, Texas $185M AUM 15.1% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sierra Ocean's HFSI Position: Q3 2026 in Review

Sierra Ocean opened a new position in Hartford Strategic Income ETF (HFSI) in Q3 2026: 297,926 shares worth $10M. The stake represents 6.18% of the portfolio and ranks #6 among its holdings.

40 funds tracked by Wall St. Rank hold HFSI as of Q3 2026.

Sierra Ocean held 297,926 shares of Hartford Strategic Income ETF worth $10M as of Q3 2026.
Hartford Strategic Income ETF was a new Sierra Ocean position in Q3 2026.
Hartford Strategic Income ETF made up 6.18% of Sierra Ocean's portfolio in Q3 2026, its #6 holding.
40 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q3 2026.

Based on Sierra Ocean's 13F filing for Q3 2026, filed 3 Nov 2026.