SWP
TRPA

Stratos Wealth Partners’s Hartford AAA CLO ETF TRPA Stock Holding History

Stratos Wealth Partners’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 		$1.2M Buy
30,901
+4,075
+15% +$159K 0.01% 733
2025
Q4 		$1.04M Buy
26,826
+6,184
+30% +$241K 0.01% 754
2025
Q3 		$803K Buy
20,642
+12,046
+140% +$470K 0.01% 834
2025
Q2 		$334K Buy
8,596
+120
+1% +$4.66K ﹤0.01% 1100
2025
Q1 		$329K Buy
+8,476
New +$331K 0.01% 1044

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
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CF
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
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

Stratos Wealth Partners's TRPA Position: Q1 2026 in Review

Stratos Wealth Partners increased its Hartford AAA CLO ETF (TRPA) stake by 15% in Q1 2026, buying an estimated $159K and bringing the position to 30,901 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #733.

Stratos Wealth Partners first reported a position in TRPA in Q1 2025 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold TRPA as of Q1 2026.

  • Stratos Wealth Partners held 30,901 shares of Hartford AAA CLO ETF worth $1.2M as of Q1 2026.
  • Stratos Wealth Partners bought 4,075 Hartford AAA CLO ETF shares in Q1 2026, an estimated $159K.
  • Hartford AAA CLO ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #733 holding.
  • Stratos Wealth Partners first reported a position in Hartford AAA CLO ETF in Q1 2025 and has held it in 5 quarters since.
  • 26 funds tracked by Wall St. Rank held Hartford AAA CLO ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.