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
Q2 		$240K Sell
6,788
-111,531
-94% -$3.93M ﹤0.01% 1436
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 $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
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
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

Summit Financial's HFSI Position: Q2 2026 in Review

Summit Financial reduced its Hartford Strategic Income ETF (HFSI) stake by 94% in Q2 2026, selling an estimated $3.93M and leaving 6,788 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Summit Financial first reported a position in HFSI in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.63M in Q3 2025. 82 funds tracked by Wall St. Rank hold HFSI as of Q2 2026.

  • Summit Financial held 6,788 shares of Hartford Strategic Income ETF worth $240K as of Q2 2026.
  • Summit Financial sold 111,531 Hartford Strategic Income ETF shares in Q2 2026, an estimated $3.93M.
  • Hartford Strategic Income ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1436 holding.
  • Summit Financial first reported a position in Hartford Strategic Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Hartford Strategic Income ETF position peaked at $4.63M in Q3 2025.
  • 82 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.