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Napa Wealth Management’s Unlimited HFND Multi-Strategy Return Tracker ETF HFND Stock Holding History

Napa Wealth Management’s Portfolio HFND Stock Details HFND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.96M Buy
+125,282
New +$2.86M 1.39% 20

Other funds holding HFND

DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Napa Wealth Management opened a new position in Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) in Q3 2025: 125,282 shares worth $2.96M. The stake represents 1.39% of the portfolio and ranks #20 among its holdings.

12 funds tracked by Wall St. Rank hold HFND as of Q3 2025.

  • Napa Wealth Management held 125,282 shares of Unlimited HFND Multi-Strategy Return Tracker ETF worth $2.96M as of Q3 2025.
  • Unlimited HFND Multi-Strategy Return Tracker ETF was a new Napa Wealth Management position in Q3 2025.
  • Unlimited HFND Multi-Strategy Return Tracker ETF made up 1.39% of Napa Wealth Management's portfolio in Q3 2025, its #20 holding.
  • 12 funds tracked by Wall St. Rank held Unlimited HFND Multi-Strategy Return Tracker ETF as of Q3 2025.

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