Surience Private Wealth
HFSI icon

Surience Private Wealth’s Hartford Strategic Income ETF HFSI Stock Holding History

Surience Private Wealth’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 		$615K Buy
18,315
+347
+2% +$12.1K 0.59% 30
2026
Q2 		$632K Buy
17,968
+5
+0% +$176 0.56% 34
2026
Q1 		$624K Sell
17,963
-43,400
-71% -$1.54M 0.67% 31
2025
Q4 		$2.18M Buy
+61,363
New +$2.19M 2.34% 16

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CWA Asset Management Group
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Citizens Financial Group
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Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
HPC
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Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Surience Private Wealth's HFSI Position: Q3 2026 in Review

Surience Private Wealth increased its Hartford Strategic Income ETF (HFSI) stake by 1.9% in Q3 2026, buying an estimated $12.1K and bringing the position to 18,315 shares worth $615K. The position accounts for 0.59% of the portfolio, ranked #30.

Surience Private Wealth first reported a position in HFSI in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.18M in Q4 2025. 23 funds tracked by Wall St. Rank hold HFSI as of Q3 2026.

  • Surience Private Wealth held 18,315 shares of Hartford Strategic Income ETF worth $615K as of Q3 2026.
  • Surience Private Wealth bought 347 Hartford Strategic Income ETF shares in Q3 2026, an estimated $12.1K.
  • Hartford Strategic Income ETF made up 0.59% of Surience Private Wealth's portfolio in Q3 2026, its #30 holding.
  • Surience Private Wealth first reported a position in Hartford Strategic Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Surience Private Wealth's Hartford Strategic Income ETF position peaked at $2.18M in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.