Cypress Wealth Services »

Hartford Fds Exchange Traded shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Hartford Fds Exchange Traded (HFSI) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services investment in Hartford Fds Exchange Traded

Tip: Access up to 7 years of quarterly data

All positions including Hartford Fds Exchange Traded held by Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Hartford Fds Exchange Traded by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $303k 8.5k 35.48

More positions owned by Cypress Wealth Services

Apple (AAPL)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard World Mega Grwth Ind (MGK)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
NVIDIA Corporation (NVDA)

View all positions for Cypress Wealth Services

Top funds holding Hartford Fds Exchange Traded

Northwestern Mutual Wealth Management Company
Hartford Funds Management
Bleakley Financial Group
Modern Wealth Management
Advisor Group Holdings
Centric Wealth Management
New England Capital Financial Advisors
Stifel Financial
Wealth Enhancement Advisory Services
Live Oak Investment Partners
Wellington Management Company
We Are One Seven
Citizens Financial Group
Summit Financial
Core Wealth Advisors

View all funds holding Hartford Fds Exchange Traded