Wealth Enhancement Advisory Services
HFSI icon

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
Q3 		$10.8M Buy
330,794
+163,558
+98% +$5.68M 0.02% 702
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

New England Capital Financial Advisors
New England Capital Financial Advisors Meriden, Connecticut $430M AUM 7.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Sierra Ocean
Sierra Ocean Ripon, California $162M AUM 16.38% 1-Year Est. Return
Live Oak Investment Partners
Live Oak Investment Partners Austin, Texas $185M AUM 15.1% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services's HFSI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Hartford Strategic Income ETF (HFSI) stake by 98% in Q3 2026, buying an estimated $5.68M and bringing the position to 330,794 shares worth $10.8M. The position accounts for 0.02% of the portfolio, ranked #702.

Wealth Enhancement Advisory Services first reported a position in HFSI in Q2 2022 and has held it in 18 quarters since. 52 funds tracked by Wall St. Rank hold HFSI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 330,794 shares of Hartford Strategic Income ETF worth $10.8M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 163,558 Hartford Strategic Income ETF shares in Q3 2026, an estimated $5.68M.
  • Hartford Strategic Income ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #702 holding.
  • Wealth Enhancement Advisory Services first reported a position in Hartford Strategic Income ETF in Q2 2022 and has held it in 18 quarters since.
  • 52 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.