WIM
TRPA

Westside Investment Management’s Hartford AAA CLO ETF TRPA Stock Holding History

Westside Investment 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
Q4 		– Sell
-1,200
Closed -$46.7K – 1550
2025
Q3 		$46.7K Hold
1,200
– – 0.01% 563
2025
Q2 		$46.7K Hold
1,200
– – 0.01% 470
2025
Q1 		$46.6K Hold
1,200
– – 0.01% 416
2024
Q4 		$46.7K Hold
1,200
– – 0.01% 417
2024
Q3 		$46.8K Hold
1,200
– – 0.01% 413
2024
Q2 		$46.7K Hold
1,200
– – 0.01% 399
2024
Q1 		$46.7K Hold
1,200
– – 0.01% 389
2023
Q4 		$46.8K Hold
1,200
– – 0.01% 369
2023
Q3 		$45.7K Hold
1,200
– – 0.01% 358
2023
Q2 		$45.6K Hold
1,200
– – 0.01% 365
2023
Q1 		$45.8K Hold
1,200
– – 0.01% 364
2022
Q4 		$45 Hold
1,200
– – ﹤0.01% 424
2022
Q3 		$44 Sell
1,200
-5,000
-81% -$191K ﹤0.01% 422
2022
Q2 		$235 Hold
6,200
– – ﹤0.01% 313
2022
Q1 		$243 Hold
6,200
– – ﹤0.01% 314
2021
Q4 		$251 Buy
+6,200
New +$253K ﹤0.01% 300

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $353M AUM 12.98% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Westside Investment Management's TRPA Position: Q4 2025 in Review

Westside Investment Management sold out of Hartford AAA CLO ETF (TRPA) in Q4 2025, closing a stake of 1,200 shares — an estimated $46.7K sold.

Westside Investment Management first reported a position in TRPA in Q4 2021 and held it in 16 quarters. The position peaked at $46.8K in Q3 2024. 30 funds tracked by Wall St. Rank hold TRPA as of Q4 2025.

  • Westside Investment Management reported no remaining Hartford AAA CLO ETF position as of Q4 2025 after selling out during the quarter.
  • Westside Investment Management sold 1,200 Hartford AAA CLO ETF shares in Q4 2025, an estimated $46.7K.
  • Westside Investment Management first reported a position in Hartford AAA CLO ETF in Q4 2021 and held it in 16 quarters.
  • Westside Investment Management's Hartford AAA CLO ETF position peaked at $46.8K in Q3 2024.
  • 30 funds tracked by Wall St. Rank held Hartford AAA CLO ETF as of Q4 2025.

Based on Westside Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.