Northwestern Mutual Wealth Management
TRPA

Northwestern Mutual Wealth Management’s Hartford AAA CLO ETF TRPA Stock Holding History

Northwestern Mutual Wealth Management’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
-138
Closed -$5.37K – 4001
2024
Q4 		$5.37K Buy
+138
New +$5.4K ﹤0.01% 2934
2024
Q2 		– Sell
-6,264
Closed -$244K – 3862
2024
Q1 		$244K Buy
6,264
+1,044
+20% +$40.7K ﹤0.01% 1485
2023
Q4 		$203K Sell
5,220
-135
-3% -$5.19K ﹤0.01% 1505
2023
Q3 		$204K Buy
5,355
+16
+0.3% +$611 ﹤0.01% 1453
2023
Q2 		$203K Buy
5,339
+15
+0.3% +$573 ﹤0.01% 1454
2023
Q1 		$203K Buy
5,324
+1,924
+57% +$73.4K ﹤0.01% 1433
2022
Q4 		$128K Buy
3,400
+229
+7% +$8.61K ﹤0.01% 1569
2022
Q3 		$119K Sell
3,171
-432
-12% -$16.5K ﹤0.01% 1585
2022
Q2 		$137K Buy
3,603
+404
+13% +$15.6K ﹤0.01% 1525
2022
Q1 		$126K Buy
3,199
+299
+10% +$11.9K ﹤0.01% 1610
2021
Q4 		$117K Buy
2,900
+26
+0.9% +$1.06K ﹤0.01% 1649
2021
Q3 		$118K Hold
2,874
– – ﹤0.01% 1561
2021
Q2 		$118K Buy
2,874
+1,100
+62% +$45.2K ﹤0.01% 1524
2021
Q1 		$73K Sell
1,774
-221
-11% -$9.11K ﹤0.01% 1606
2020
Q4 		$82K Hold
1,995
– – ﹤0.01% 1471
2020
Q3 		$82K Buy
1,995
+22
+1% +$901 ﹤0.01% 1340
2020
Q2 		$80K Hold
1,973
– – ﹤0.01% 1303
2020
Q1 		$75K Sell
1,973
-94
-5% -$3.79K ﹤0.01% 1221
2019
Q4 		$85K Buy
2,067
+127
+7% +$5.2K ﹤0.01% 1248
2019
Q3 		$79K Buy
+1,940
New +$79.3K ﹤0.01% 1247

Other funds holding TRPA

FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $391M AUM 18.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Northwestern Mutual Wealth Management's TRPA Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of Hartford AAA CLO ETF (TRPA) in Q1 2025, closing a stake of 138 shares — an estimated $5.37K sold.

Northwestern Mutual Wealth Management first reported a position in TRPA in Q3 2019 and held it in 20 quarters. The position peaked at $244K in Q1 2024. 27 funds tracked by Wall St. Rank hold TRPA as of Q1 2025.

  • Northwestern Mutual Wealth Management reported no remaining Hartford AAA CLO ETF position as of Q1 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 138 Hartford AAA CLO ETF shares in Q1 2025, an estimated $5.37K.
  • Northwestern Mutual Wealth Management first reported a position in Hartford AAA CLO ETF in Q3 2019 and held it in 20 quarters.
  • Northwestern Mutual Wealth Management's Hartford AAA CLO ETF position peaked at $244K in Q1 2024.
  • 27 funds tracked by Wall St. Rank held Hartford AAA CLO ETF as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.