Independent Advisor Alliance’s Hartford AAA CLO ETF TRPA Stock Holding History

Independent Advisor Alliance’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	$388K	Buy	+10,004	New	+$390K	﹤0.01%	1216

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

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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 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

Independent Advisor Alliance's TRPA Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Hartford AAA CLO ETF (TRPA) in Q1 2026: 10,004 shares worth $388K. The stake represents ﹤0.01% of the portfolio and ranks #1216 among its holdings.

26 funds tracked by Wall St. Rank hold TRPA as of Q1 2026.

Independent Advisor Alliance held 10,004 shares of Hartford AAA CLO ETF worth $388K as of Q1 2026.
Hartford AAA CLO ETF was a new Independent Advisor Alliance position in Q1 2026.
Hartford AAA CLO ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1216 holding.
26 funds tracked by Wall St. Rank held Hartford AAA CLO ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.