ACA
TRPA

Aptus Capital Advisors’s Hartford AAA CLO ETF TRPA Stock Holding History

Aptus Capital Advisors’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
2026
Q1 		$1.01M Sell
26,080
-5,625
-18% -$219K 0.01% 585
2025
Q4 		$1.23M Buy
+31,705
New +$1.23M 0.01% 536
2023
Q4 		– Sell
-172,647
Closed -$6.57M – 997
2023
Q3 		$6.57M Buy
+172,647
New +$6.59M 0.18% 113

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $353M AUM 12.98% 1-Year Est. Return

Aptus Capital Advisors's TRPA Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Hartford AAA CLO ETF (TRPA) stake by 18% in Q1 2026, selling an estimated $219K and leaving 26,080 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #585.

Aptus Capital Advisors first reported a position in TRPA in Q3 2023 and has held it in 3 quarters since. The position peaked at $6.57M in Q3 2023. 26 funds tracked by Wall St. Rank hold TRPA as of Q1 2026.

  • Aptus Capital Advisors held 26,080 shares of Hartford AAA CLO ETF worth $1.01M as of Q1 2026.
  • Aptus Capital Advisors sold 5,625 Hartford AAA CLO ETF shares in Q1 2026, an estimated $219K.
  • Hartford AAA CLO ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #585 holding.
  • Aptus Capital Advisors first reported a position in Hartford AAA CLO ETF in Q3 2023 and has held it in 3 quarters since.
  • Aptus Capital Advisors's Hartford AAA CLO ETF position peaked at $6.57M in Q3 2023.
  • 26 funds tracked by Wall St. Rank held Hartford AAA CLO ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.