AWAP
TRPA

Alliance Wealth Advisors (Pennsylvania)’s Hartford AAA CLO ETF TRPA Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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
2022
Q1 		– Sell
-5,061
Closed -$205K – 125
2021
Q4 		$205K Buy
+5,061
New +$206K 0.17% 108

Other funds holding TRPA

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s TRPA Position: Q1 2022 in Review

Alliance Wealth Advisors (Pennsylvania) sold out of Hartford AAA CLO ETF (TRPA) in Q1 2022, closing a stake of 5,061 shares — an estimated $205K sold.

Alliance Wealth Advisors (Pennsylvania) first reported a position in TRPA in Q4 2021 and held it in 1 quarter. The position peaked at $205K in Q4 2021. 25 funds tracked by Wall St. Rank hold TRPA as of Q1 2022.

  • Alliance Wealth Advisors (Pennsylvania) reported no remaining Hartford AAA CLO ETF position as of Q1 2022 after selling out during the quarter.
  • Alliance Wealth Advisors (Pennsylvania) sold 5,061 Hartford AAA CLO ETF shares in Q1 2022, an estimated $205K.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Hartford AAA CLO ETF in Q4 2021 and held it in 1 quarter.
  • Alliance Wealth Advisors (Pennsylvania)'s Hartford AAA CLO ETF position peaked at $205K in Q4 2021.
  • 25 funds tracked by Wall St. Rank held Hartford AAA CLO ETF as of Q1 2022.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q1 2022, filed 12 Apr 2022.