ARC
TRPA

Advisor Resource Council’s Hartford AAA CLO ETF TRPA Stock Holding History

Advisor Resource Council’s Portfolio TRPA Stock Details TRPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,313
Closed -$362K – 622
2025
Q1 		$362K Buy
+9,313
New +$364K 0.03% 425

Other funds holding TRPA

FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $353M AUM 12.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advisor Resource Council's TRPA Position: Q2 2025 in Review

Advisor Resource Council sold out of Hartford AAA CLO ETF (TRPA) in Q2 2025, closing a stake of 9,313 shares — an estimated $362K sold.

Advisor Resource Council first reported a position in TRPA in Q1 2025 and held it in 1 quarter. The position peaked at $362K in Q1 2025. 29 funds tracked by Wall St. Rank hold TRPA as of Q2 2025.

  • Advisor Resource Council reported no remaining Hartford AAA CLO ETF position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 9,313 Hartford AAA CLO ETF shares in Q2 2025, an estimated $362K.
  • Advisor Resource Council first reported a position in Hartford AAA CLO ETF in Q1 2025 and held it in 1 quarter.
  • Advisor Resource Council's Hartford AAA CLO ETF position peaked at $362K in Q1 2025.
  • 29 funds tracked by Wall St. Rank held Hartford AAA CLO ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.