WWA
TRPA

WCG Wealth Advisors’s Hartford AAA CLO ETF TRPA Stock Holding History

WCG Wealth 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
2022
Q3 		– Sell
-8,770
Closed -$333K – 310
2022
Q2 		$333K Buy
+8,770
New +$339K 0.05% 200

Other funds holding TRPA

ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WCG Wealth Advisors's TRPA Position: Q3 2022 in Review

WCG Wealth Advisors sold out of Hartford AAA CLO ETF (TRPA) in Q3 2022, closing a stake of 8,770 shares — an estimated $333K sold.

WCG Wealth Advisors first reported a position in TRPA in Q2 2022 and held it in 1 quarter. The position peaked at $333K in Q2 2022. 23 funds tracked by Wall St. Rank hold TRPA as of Q3 2022.

  • WCG Wealth Advisors reported no remaining Hartford AAA CLO ETF position as of Q3 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 8,770 Hartford AAA CLO ETF shares in Q3 2022, an estimated $333K.
  • WCG Wealth Advisors first reported a position in Hartford AAA CLO ETF in Q2 2022 and held it in 1 quarter.
  • WCG Wealth Advisors's Hartford AAA CLO ETF position peaked at $333K in Q2 2022.
  • 23 funds tracked by Wall St. Rank held Hartford AAA CLO ETF as of Q3 2022.

Based on WCG Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.