SF
HFSI

Summit Financial’s Hartford Strategic Income ETF HFSI Stock Holding History

Summit 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 		$4.13M Buy
118,319
+3,481
+3% +$124K 0.05% 362
2025
Q4 		$4.11M Sell
114,838
-15,421
-12% -$551K 0.06% 303
2025
Q3 		$4.63M Buy
+130,259
New +$4.59M 0.07% 274

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 $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

Summit Financial's HFSI Position: Q1 2026 in Review

Summit Financial increased its Hartford Strategic Income ETF (HFSI) stake by 3% in Q1 2026, buying an estimated $124K and bringing the position to 118,319 shares worth $4.13M. The position accounts for 0.05% of the portfolio, ranked #362.

Summit Financial first reported a position in HFSI in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.63M in Q3 2025. 68 funds tracked by Wall St. Rank hold HFSI as of Q1 2026.

  • Summit Financial held 118,319 shares of Hartford Strategic Income ETF worth $4.13M as of Q1 2026.
  • Summit Financial bought 3,481 Hartford Strategic Income ETF shares in Q1 2026, an estimated $124K.
  • Hartford Strategic Income ETF made up 0.05% of Summit Financial's portfolio in Q1 2026, its #362 holding.
  • Summit Financial first reported a position in Hartford Strategic Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Hartford Strategic Income ETF position peaked at $4.63M in Q3 2025.
  • 68 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.