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Hartford Fds Exchange Traded shares owned by Summit Financial

Quarter-by-quarter ownership of Hartford Fds Exchange Traded (HFSI) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Hartford Fds Exchange Traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Hartford Fds Exchange Traded by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 130k 35.56

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding Hartford Fds Exchange Traded

Hartford Funds Management
Modern Wealth Management
Centric Wealth Management
Advisor Group Holdings
Stifel Financial
Wealth Enhancement Advisory Services
Wellington Management Company
Summit Financial
Envestnet Asset Management
Cambridge Investment Research Advisors
Sonoma Allocations
Strategic Blueprint
Commonwealth Equity Services
Jpmorgan Chase & Co
Mariner Wealth Advisors

View all funds holding Hartford Fds Exchange Traded