Wealthcare Advisory Partners’s Hartford AAA CLO ETF TRPA Stock Holding History

Wealthcare Advisory 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
2023 Q1	–	Sell	-82,651	Closed	-$3.12M	–	752
2022 Q4	$3.12M	Buy	82,651 +743	+0.9%	+$27.9K	0.15%	116
2022 Q3	$3.07M	Buy	+81,908	New	+$3.13M	0.18%	103

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PFG

Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wealthcare Advisory Partners's TRPA Position: Q1 2023 in Review

Wealthcare Advisory Partners sold out of Hartford AAA CLO ETF (TRPA) in Q1 2023, closing a stake of 82,651 shares — an estimated $3.12M sold.

Wealthcare Advisory Partners first reported a position in TRPA in Q3 2022 and held it in 2 quarters. The position peaked at $3.12M in Q4 2022. 22 funds tracked by Wall St. Rank hold TRPA as of Q1 2023.

Wealthcare Advisory Partners reported no remaining Hartford AAA CLO ETF position as of Q1 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 82,651 Hartford AAA CLO ETF shares in Q1 2023, an estimated $3.12M.
Wealthcare Advisory Partners first reported a position in Hartford AAA CLO ETF in Q3 2022 and held it in 2 quarters.
Wealthcare Advisory Partners's Hartford AAA CLO ETF position peaked at $3.12M in Q4 2022.
22 funds tracked by Wall St. Rank held Hartford AAA CLO ETF as of Q1 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2023, filed 4 May 2023.