CIA
TRPA

Concurrent Investment Advisors’s Hartford AAA CLO ETF TRPA Stock Holding History

Concurrent Investment 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
2025
Q1 		– Sell
-12,384
Closed -$482K – 1351
2024
Q4 		$482K Sell
12,384
-1,180
-9% -$46.2K 0.01% 675
2024
Q3 		$529K Sell
13,564
-6,025
-31% -$235K 0.02% 602
2024
Q2 		$763K Buy
+19,589
New +$765K 0.03% 498

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
FWM
ForthRight Wealth Management Alpharetta, Georgia $353M AUM 12.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Concurrent Investment Advisors's TRPA Position: Q1 2025 in Review

Concurrent Investment Advisors sold out of Hartford AAA CLO ETF (TRPA) in Q1 2025, closing a stake of 12,384 shares — an estimated $482K sold.

Concurrent Investment Advisors first reported a position in TRPA in Q2 2024 and held it in 3 quarters. The position peaked at $763K in Q2 2024. 27 funds tracked by Wall St. Rank hold TRPA as of Q1 2025.

  • Concurrent Investment Advisors reported no remaining Hartford AAA CLO ETF position as of Q1 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 12,384 Hartford AAA CLO ETF shares in Q1 2025, an estimated $482K.
  • Concurrent Investment Advisors first reported a position in Hartford AAA CLO ETF in Q2 2024 and held it in 3 quarters.
  • Concurrent Investment Advisors's Hartford AAA CLO ETF position peaked at $763K in Q2 2024.
  • 27 funds tracked by Wall St. Rank held Hartford AAA CLO ETF as of Q1 2025.

Based on Concurrent Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.