SPW
HFSI

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
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

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

Surience Private Wealth's HFSI Position: Q2 2026 in Review

Surience Private Wealth increased its Hartford Strategic Income ETF (HFSI) stake by 0.03% in Q2 2026, buying an estimated $176 and bringing the position to 17,968 shares worth $632K. The position accounts for 0.56% of the portfolio, ranked #34.

Surience Private Wealth first reported a position in HFSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.18M in Q4 2025. 82 funds tracked by Wall St. Rank hold HFSI as of Q2 2026.

  • Surience Private Wealth held 17,968 shares of Hartford Strategic Income ETF worth $632K as of Q2 2026.
  • Surience Private Wealth bought 5 Hartford Strategic Income ETF shares in Q2 2026, an estimated $176.
  • Hartford Strategic Income ETF made up 0.56% of Surience Private Wealth's portfolio in Q2 2026, its #34 holding.
  • Surience Private Wealth first reported a position in Hartford Strategic Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Surience Private Wealth's Hartford Strategic Income ETF position peaked at $2.18M in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.