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
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 $365M AUM 17.32% 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 $10.1B AUM 14.03% 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 $6.39B AUM 26.33% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

Surience Private Wealth's HFSI Position: Q1 2026 in Review

Surience Private Wealth reduced its Hartford Strategic Income ETF (HFSI) stake by 71% in Q1 2026, selling an estimated $1.54M and leaving 17,963 shares worth $624K. The position accounts for 0.67% of the portfolio, ranked #31.

Surience Private Wealth first reported a position in HFSI in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.18M in Q4 2025. 68 funds tracked by Wall St. Rank hold HFSI as of Q1 2026.

  • Surience Private Wealth held 17,963 shares of Hartford Strategic Income ETF worth $624K as of Q1 2026.
  • Surience Private Wealth sold 43,400 Hartford Strategic Income ETF shares in Q1 2026, an estimated $1.54M.
  • Hartford Strategic Income ETF made up 0.67% of Surience Private Wealth's portfolio in Q1 2026, its #31 holding.
  • Surience Private Wealth first reported a position in Hartford Strategic Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Surience Private Wealth's Hartford Strategic Income ETF position peaked at $2.18M in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.