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Napa Wealth Management’s VanEck Long/Flat Trend ETF LFEQ Stock Holding History

Napa Wealth Management’s Portfolio LFEQ Stock Details LFEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,415
Closed -$493K – 154
2025
Q1 		$493K Buy
+10,415
New +$517K 0.28% 114

Other funds holding LFEQ

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Napa Wealth Management sold out of VanEck Long/Flat Trend ETF (LFEQ) in Q2 2025, closing a stake of 10,415 shares — an estimated $493K sold.

Napa Wealth Management first reported a position in LFEQ in Q1 2025 and held it in 1 quarter. The position peaked at $493K in Q1 2025. 10 funds tracked by Wall St. Rank hold LFEQ as of Q2 2025.

  • Napa Wealth Management reported no remaining VanEck Long/Flat Trend ETF position as of Q2 2025 after selling out during the quarter.
  • Napa Wealth Management sold 10,415 VanEck Long/Flat Trend ETF shares in Q2 2025, an estimated $493K.
  • Napa Wealth Management first reported a position in VanEck Long/Flat Trend ETF in Q1 2025 and held it in 1 quarter.
  • Napa Wealth Management's VanEck Long/Flat Trend ETF position peaked at $493K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held VanEck Long/Flat Trend ETF as of Q2 2025.

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