WETS
HFSI

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

Wealth Enhancement Trust 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 		$192K Buy
5,474
+801
+17% +$28.2K 0.02% 292
2026
Q1 		$162K Buy
4,673
+115
+3% +$4.08K 0.02% 302
2025
Q4 		$162K Buy
+4,558
New +$163K 0.02% 281

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
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
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Hartford Strategic Income ETF (HFSI) stake by 17% in Q2 2026, buying an estimated $28.2K and bringing the position to 5,474 shares worth $192K. The position accounts for 0.02% of the portfolio, ranked #292.

Wealth Enhancement Trust Services first reported a position in HFSI in Q4 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold HFSI as of Q2 2026.

  • Wealth Enhancement Trust Services held 5,474 shares of Hartford Strategic Income ETF worth $192K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 801 Hartford Strategic Income ETF shares in Q2 2026, an estimated $28.2K.
  • Hartford Strategic Income ETF made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #292 holding.
  • Wealth Enhancement Trust Services first reported a position in Hartford Strategic Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2026.

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