Wealth Enhancement Advisory Services
HFSI

Wealth Enhancement Advisory Services’s Hartford Strategic Income ETF HFSI Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.87M Buy
167,236
+6,584
+4% +$232K 0.01% 914
2026
Q1 		$5.6M Sell
160,652
-37,388
-19% -$1.33M 0.01% 849
2025
Q4 		$7.05M Buy
198,040
+9,141
+5% +$326K 0.01% 850
2025
Q3 		$6.73M Buy
188,899
+9,242
+5% +$326K 0.01% 819
2025
Q2 		$6.26M Buy
179,657
+12,757
+8% +$437K 0.01% 809
2025
Q1 		$5.77M Sell
166,900
-16,333
-9% -$566K 0.01% 777
2024
Q4 		$6.28M Sell
183,233
-288
-0.2% -$10.1K 0.01% 719
2024
Q3 		$6.5M Buy
183,521
+34,993
+24% +$1.22M 0.01% 649
2024
Q2 		$5.03M Buy
148,528
+4,532
+3% +$153K 0.01% 690
2024
Q1 		$4.9M Buy
143,996
+22,440
+18% +$761K 0.01% 666
2023
Q4 		$4.12M Buy
121,556
+84,261
+226% +$2.76M 0.01% 660
2023
Q3 		$1.2M Buy
37,295
+9,934
+36% +$328K ﹤0.01% 1026
2023
Q2 		$910K Buy
27,361
+6,033
+28% +$202K 0.01% 273
2023
Q1 		$716K Buy
21,328
+8,825
+71% +$295K 0.01% 352
2022
Q4 		$422K Buy
12,503
+470
+4% +$15.2K 0.01% 282
2022
Q3 		$385K Buy
12,033
+5,790
+93% +$194K 0.01% 288
2022
Q2 		$207K Buy
+6,243
New +$219K ﹤0.01% 321

Other funds holding HFSI

NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 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
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Wealth Enhancement Advisory Services's HFSI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Hartford Strategic Income ETF (HFSI) stake by 4.1% in Q2 2026, buying an estimated $232K and bringing the position to 167,236 shares worth $5.87M. The position accounts for 0.01% of the portfolio, ranked #914.

Wealth Enhancement Advisory Services first reported a position in HFSI in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.05M in Q4 2025. 39 funds tracked by Wall St. Rank hold HFSI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 167,236 shares of Hartford Strategic Income ETF worth $5.87M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 6,584 Hartford Strategic Income ETF shares in Q2 2026, an estimated $232K.
  • Hartford Strategic Income ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #914 holding.
  • Wealth Enhancement Advisory Services first reported a position in Hartford Strategic Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's Hartford Strategic Income ETF position peaked at $7.05M in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.