NWM
HFGM

Napa Wealth Management’s Unlimited HFGM Global Macro ETF HFGM Stock Holding History

Napa Wealth Management’s Portfolio HFGM Stock Details HFGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$6.82M Buy
+215,661
New +$6.26M 3.2% 7

Other funds holding HFGM

WC
Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

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

Napa Wealth Management opened a new position in Unlimited HFGM Global Macro ETF (HFGM) in Q3 2025: 215,661 shares worth $6.82M. The stake represents 3.2% of the portfolio and ranks #7 among its holdings.

16 funds tracked by Wall St. Rank hold HFGM as of Q3 2025.

  • Napa Wealth Management held 215,661 shares of Unlimited HFGM Global Macro ETF worth $6.82M as of Q3 2025.
  • Unlimited HFGM Global Macro ETF was a new Napa Wealth Management position in Q3 2025.
  • Unlimited HFGM Global Macro ETF made up 3.2% of Napa Wealth Management's portfolio in Q3 2025, its #7 holding.
  • 16 funds tracked by Wall St. Rank held Unlimited HFGM Global Macro ETF as of Q3 2025.

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