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TRPA

NewEdge Advisors’s Hartford AAA CLO ETF TRPA Stock Holding History

NewEdge 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
Q2 		– Sell
-5,000
Closed -$194K – 4193
2025
Q1 		$194K Sell
5,000
-3,250
-39% -$127K ﹤0.01% 2105
2024
Q4 		$321K Buy
+8,250
New +$323K ﹤0.01% 1840

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors's TRPA Position: Q2 2025 in Review

NewEdge Advisors sold out of Hartford AAA CLO ETF (TRPA) in Q2 2025, closing a stake of 5,000 shares — an estimated $194K sold.

NewEdge Advisors first reported a position in TRPA in Q4 2024 and held it in 2 quarters. The position peaked at $321K in Q4 2024. 29 funds tracked by Wall St. Rank hold TRPA as of Q2 2025.

  • NewEdge Advisors reported no remaining Hartford AAA CLO ETF position as of Q2 2025 after selling out during the quarter.
  • NewEdge Advisors sold 5,000 Hartford AAA CLO ETF shares in Q2 2025, an estimated $194K.
  • NewEdge Advisors first reported a position in Hartford AAA CLO ETF in Q4 2024 and held it in 2 quarters.
  • NewEdge Advisors's Hartford AAA CLO ETF position peaked at $321K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held Hartford AAA CLO ETF as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.