Steward Partners Investment Advisory
HFSI icon

Steward Partners Investment Advisory’s Hartford Strategic Income ETF HFSI Stock Holding History

Steward Partners Investment Advisory’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 		$1.11M Buy
31,643
+428
+1% +$15.1K 0.01% 1236
2026
Q1 		$1.08M Buy
31,215
+24,563
+369% +$872K 0.01% 1129
2025
Q4 		$236K Buy
+6,652
New +$238K ﹤0.01% 1849

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
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
Modern Wealth Management
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
Bleakley Financial Group
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Steward Partners Investment Advisory's HFSI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Hartford Strategic Income ETF (HFSI) stake by 1.4% in Q2 2026, buying an estimated $15.1K and bringing the position to 31,643 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1236.

Steward Partners Investment Advisory 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.

  • Steward Partners Investment Advisory held 31,643 shares of Hartford Strategic Income ETF worth $1.11M as of Q2 2026.
  • Steward Partners Investment Advisory bought 428 Hartford Strategic Income ETF shares in Q2 2026, an estimated $15.1K.
  • Hartford Strategic Income ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1236 holding.
  • Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.