Napa Wealth Management’s Global X MSCI Colombia ETF COLO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$547K	Buy	+16,664	New	+$518K	0.26%	88

Other funds holding COLO

MWM

Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LSA

Lansing Street Advisors Ambler, Pennsylvania $472M AUM 23.5% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

MCM

Massar Capital Management Stamford, Connecticut $934M AUM 14.18% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Napa Wealth Management opened a new position in Global X MSCI Colombia ETF (COLO) in Q3 2025: 16,664 shares worth $547K. The stake represents 0.26% of the portfolio and ranks #88 among its holdings.

35 funds tracked by Wall St. Rank hold COLO as of Q3 2025.

Napa Wealth Management held 16,664 shares of Global X MSCI Colombia ETF worth $547K as of Q3 2025.
Global X MSCI Colombia ETF was a new Napa Wealth Management position in Q3 2025.
Global X MSCI Colombia ETF made up 0.26% of Napa Wealth Management's portfolio in Q3 2025, its #88 holding.
35 funds tracked by Wall St. Rank held Global X MSCI Colombia ETF as of Q3 2025.

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