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Napa Wealth Management’s Bridges Capital Tactical ETF BDGS Stock Holding History

Napa Wealth Management’s Portfolio BDGS Stock Details BDGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$4.89M Sell
142,413
-36,916
-21% -$1.24M 2.29% 12
2025
Q2 		$5.91M Buy
179,329
+2,295
+1% +$72.9K 2.83% 8
2025
Q1 		$5.51M Buy
177,034
+76,862
+77% +$2.45M 3.1% 3
2024
Q4 		$3.16M Buy
+100,172
New +$3.15M 1.37% 8

Other funds holding BDGS

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Napa Wealth Management's BDGS Position: Q3 2025 in Review

Napa Wealth Management reduced its Bridges Capital Tactical ETF (BDGS) stake by 21% in Q3 2025, selling an estimated $1.24M and leaving 142,413 shares worth $4.89M. The position accounts for 2.29% of the portfolio, ranked #12.

Napa Wealth Management first reported a position in BDGS in Q4 2024 and has held it in 4 quarters since. The position peaked at $5.91M in Q2 2025. 8 funds tracked by Wall St. Rank hold BDGS as of Q3 2025.

  • Napa Wealth Management held 142,413 shares of Bridges Capital Tactical ETF worth $4.89M as of Q3 2025.
  • Napa Wealth Management sold 36,916 Bridges Capital Tactical ETF shares in Q3 2025, an estimated $1.24M.
  • Bridges Capital Tactical ETF made up 2.29% of Napa Wealth Management's portfolio in Q3 2025, its #12 holding.
  • Napa Wealth Management first reported a position in Bridges Capital Tactical ETF in Q4 2024 and has held it in 4 quarters since.
  • Napa Wealth Management's Bridges Capital Tactical ETF position peaked at $5.91M in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Bridges Capital Tactical ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.