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Napa Wealth Management’s Hull Tactical US ETF HTUS Stock Holding History

Napa Wealth Management’s Portfolio HTUS Stock Details HTUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-67,722
Closed -$2.58M – 182
2024
Q4 		$2.58M Buy
+67,722
New +$3.04M 1.11% 18

Other funds holding HTUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NIA
NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
NCFG
New Century Financial Group Princeton, New Jersey $56.3M AUM 16.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Napa Wealth Management's HTUS Position: Q1 2025 in Review

Napa Wealth Management sold out of Hull Tactical US ETF (HTUS) in Q1 2025, closing a stake of 67,722 shares — an estimated $2.58M sold.

Napa Wealth Management first reported a position in HTUS in Q4 2024 and held it in 1 quarter. The position peaked at $2.58M in Q4 2024. 25 funds tracked by Wall St. Rank hold HTUS as of Q1 2025.

  • Napa Wealth Management reported no remaining Hull Tactical US ETF position as of Q1 2025 after selling out during the quarter.
  • Napa Wealth Management sold 67,722 Hull Tactical US ETF shares in Q1 2025, an estimated $2.58M.
  • Napa Wealth Management first reported a position in Hull Tactical US ETF in Q4 2024 and held it in 1 quarter.
  • Napa Wealth Management's Hull Tactical US ETF position peaked at $2.58M in Q4 2024.
  • 25 funds tracked by Wall St. Rank held Hull Tactical US ETF as of Q1 2025.

Based on Napa Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.