Atria Wealth Solutions’s Hartford AAA CLO ETF TRPA Stock Holding History

Atria Wealth Solutions’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	$531K	Buy	13,601 +258	+2%	+$10K	0.01%	890
2025 Q1	$521K	Sell	13,343 -2,355	-15%	-$91.9K	0.01%	1179
2024 Q4	$612K	Sell	15,698 -2,280	-13%	-$89.2K	0.01%	1161
2024 Q3	$704K	Sell	17,978 -571	-3%	-$22.3K	0.01%	1070
2024 Q2	$726K	Sell	18,549 -250	-1%	-$9.76K	0.01%	1042
2024 Q1	$733K	Sell	18,799 -390	-2%	-$15.2K	0.01%	1053
2023 Q4	$749K	Hold	19,189	–	–	0.01%	1001
2023 Q3	$731K	Sell	19,189 -5,593	-23%	-$214K	0.01%	955
2023 Q2	$945K	Buy	24,782 +16,811	+211%	+$642K	0.01%	862
2023 Q1	$305K	Buy	+7,971	New	+$304K	﹤0.01%	1397

Other funds holding TRPA

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atria Wealth Solutions's TRPA Position: Q2 2025 in Review

Atria Wealth Solutions increased its Hartford AAA CLO ETF (TRPA) stake by 1.9% in Q2 2025, buying an estimated $10K and bringing the position to 13,601 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #890.

Atria Wealth Solutions first reported a position in TRPA in Q1 2023 and has held it in 10 quarters since. The position peaked at $945K in Q2 2023. 29 funds tracked by Wall St. Rank hold TRPA as of Q2 2025.

Atria Wealth Solutions held 13,601 shares of Hartford AAA CLO ETF worth $531K as of Q2 2025.
Atria Wealth Solutions bought 258 Hartford AAA CLO ETF shares in Q2 2025, an estimated $10K.
Hartford AAA CLO ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #890 holding.
Atria Wealth Solutions first reported a position in Hartford AAA CLO ETF in Q1 2023 and has held it in 10 quarters since.
Atria Wealth Solutions's Hartford AAA CLO ETF position peaked at $945K in Q2 2023.
29 funds tracked by Wall St. Rank held Hartford AAA CLO ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.