Napa Wealth Management’s Unlimited HFEQ Equity Long/Short ETF HFEQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.93M	Buy	+309,022	New	+$6.49M	3.25%	5

Other funds holding HFEQ

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

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

Napa Wealth Management opened a new position in Unlimited HFEQ Equity Long/Short ETF (HFEQ) in Q3 2025: 309,022 shares worth $6.93M. The stake represents 3.25% of the portfolio and ranks #5 among its holdings.

5 funds tracked by Wall St. Rank hold HFEQ as of Q3 2025.

Napa Wealth Management held 309,022 shares of Unlimited HFEQ Equity Long/Short ETF worth $6.93M as of Q3 2025.
Unlimited HFEQ Equity Long/Short ETF was a new Napa Wealth Management position in Q3 2025.
Unlimited HFEQ Equity Long/Short ETF made up 3.25% of Napa Wealth Management's portfolio in Q3 2025, its #5 holding.
5 funds tracked by Wall St. Rank held Unlimited HFEQ Equity Long/Short ETF as of Q3 2025.

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