Napa Wealth Management’s Alexis Practical Tactical ETF LEXI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-16,998	Closed	-$498K	–	153
2025 Q1	$498K	Buy	+16,998	New	+$515K	0.28%	108

Other funds holding LEXI

AIP

Alexis Investment Partners Montgomery, Texas $171M AUM 32.96% 1-Year Est. Return

ISWM

Independent Solutions Wealth Management Williamsville, New York $766M AUM 31.53% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Napa Wealth Management's LEXI Position: Q2 2025 in Review

Napa Wealth Management sold out of Alexis Practical Tactical ETF (LEXI) in Q2 2025, closing a stake of 16,998 shares — an estimated $498K sold.

Napa Wealth Management first reported a position in LEXI in Q1 2025 and held it in 1 quarter. The position peaked at $498K in Q1 2025. 5 funds tracked by Wall St. Rank hold LEXI as of Q2 2025.

Napa Wealth Management reported no remaining Alexis Practical Tactical ETF position as of Q2 2025 after selling out during the quarter.
Napa Wealth Management sold 16,998 Alexis Practical Tactical ETF shares in Q2 2025, an estimated $498K.
Napa Wealth Management first reported a position in Alexis Practical Tactical ETF in Q1 2025 and held it in 1 quarter.
Napa Wealth Management's Alexis Practical Tactical ETF position peaked at $498K in Q1 2025.
5 funds tracked by Wall St. Rank held Alexis Practical Tactical ETF as of Q2 2025.

Based on Napa Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.