Napa Wealth Management’s Global X Bitcoin Trend Strategy ETF BTRN Stock Holding History

Napa Wealth Management’s Portfolio BTRN Stock Details BTRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.31M	Sell	111,809 -41,456	-27%	-$1.65M	2.02%	15
2025 Q2	$5.94M	Buy	153,265 +71,543	+88%	+$2.66M	2.84%	7
2025 Q1	$2.75M	Buy	+81,722	New	+$2.83M	1.55%	15

Other funds holding BTRN

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

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

Napa Wealth Management reduced its Global X Bitcoin Trend Strategy ETF (BTRN) stake by 27% in Q3 2025, selling an estimated $1.65M and leaving 111,809 shares worth $4.31M. The position accounts for 2.02% of the portfolio, ranked #15.

Napa Wealth Management first reported a position in BTRN in Q1 2025 and has held it in 3 quarters since. The position peaked at $5.94M in Q2 2025. 2 funds tracked by Wall St. Rank hold BTRN as of Q3 2025.

Napa Wealth Management held 111,809 shares of Global X Bitcoin Trend Strategy ETF worth $4.31M as of Q3 2025.
Napa Wealth Management sold 41,456 Global X Bitcoin Trend Strategy ETF shares in Q3 2025, an estimated $1.65M.
Global X Bitcoin Trend Strategy ETF made up 2.02% of Napa Wealth Management's portfolio in Q3 2025, its #15 holding.
Napa Wealth Management first reported a position in Global X Bitcoin Trend Strategy ETF in Q1 2025 and has held it in 3 quarters since.
Napa Wealth Management's Global X Bitcoin Trend Strategy ETF position peaked at $5.94M in Q2 2025.
2 funds tracked by Wall St. Rank held Global X Bitcoin Trend Strategy ETF as of Q3 2025.

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