Prosperity Financial Group’s Hartford AAA CLO ETF TRPA Stock Holding History

Prosperity Financial Group’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
2023 Q3	–	Sell	-31,151	Closed	-$1.18M	–	142
2023 Q2	$1.18M	Sell	31,151 -133	-0.4%	-$5.08K	1.04%	25
2023 Q1	$1.19M	Buy	+31,284	New	+$1.19M	1.21%	21

Other funds holding TRPA

Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return

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

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

McAlister Sweet & Associates Houston, Texas $187M AUM 26.27% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

ForthRight Wealth Management Alpharetta, Georgia $353M AUM 12.98% 1-Year Est. Return

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