NWM
RSSX

Napa Wealth Management’s Return Stacked U.S. Stocks & Gold/Bitcoin ETF RSSX Stock Holding History

Napa Wealth Management’s Portfolio RSSX Stock Details RSSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$882K Sell
34,772
-19,986
-36% -$452K 0.41% 61
2025
Q2 		$1.15M Buy
+54,758
New +$1.12M 0.55% 54

Other funds holding RSSX

CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TWM
Triton Wealth Management Sun City, Arizona $270M AUM 24.97% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return

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

Napa Wealth Management reduced its Return Stacked U.S. Stocks & Gold/Bitcoin ETF (RSSX) stake by 36% in Q3 2025, selling an estimated $452K and leaving 34,772 shares worth $882K. The position accounts for 0.41% of the portfolio, ranked #61.

Napa Wealth Management first reported a position in RSSX in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.15M in Q2 2025. 10 funds tracked by Wall St. Rank hold RSSX as of Q3 2025.

  • Napa Wealth Management held 34,772 shares of Return Stacked U.S. Stocks & Gold/Bitcoin ETF worth $882K as of Q3 2025.
  • Napa Wealth Management sold 19,986 Return Stacked U.S. Stocks & Gold/Bitcoin ETF shares in Q3 2025, an estimated $452K.
  • Return Stacked U.S. Stocks & Gold/Bitcoin ETF made up 0.41% of Napa Wealth Management's portfolio in Q3 2025, its #61 holding.
  • Napa Wealth Management first reported a position in Return Stacked U.S. Stocks & Gold/Bitcoin ETF in Q2 2025 and has held it in 2 quarters since.
  • Napa Wealth Management's Return Stacked U.S. Stocks & Gold/Bitcoin ETF position peaked at $1.15M in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Return Stacked U.S. Stocks & Gold/Bitcoin ETF as of Q3 2025.

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