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HFSIHFSI
Showing 9 of 18 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in HARTFORD FDS EXCHANGE TRADED

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 330,794 shares of HFSI (HARTFORD FDS EXCHANGE TRADED), worth $10.8M as of 2026-Q3. The position was increased (+97.8% shares). HFSI represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$10.8M

Current Shares

330,794

Total Value Change

+$4.3M

Total Shares Change

+147,273

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
330,794
+97.8%
$10.8M0.0%$33.58
45
2026-Q2
Increased
167,236
+4.1%
$5.9M0.0%$34.68
28
2026-Q1
Decreased
160,652
-18.9%
$5.6M0.0%$33.76
0
2025-Q4
Increased
198,040
+4.8%
$7M0.0%$34.10
29
2025-Q3
Increased
188,899
+5.1%
$6.7M0.0%$33.65
29
2025-Q2
Increased
179,657
+7.6%
$6.3M0.0%$32.59
29
2025-Q1
Decreased
166,900
-8.9%
$5.8M0.0%$31.77
0
2024-Q4
Decreased
183,233
-0.2%
$6.3M0.0%$31.13
0
2024-Q3
Increased
183,521
+23.6%
$6.5M0.0%$31.44
33

Other major holders of HFSI: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, BANK OF AMERICA CORP /DE/, RAYMOND JAMES FINANCIAL INC

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