Napa Wealth Management Sells in Q2 2025

Napa Wealth Management

  • $209 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CSHI
Shp ETF Tr Neos Enhanced Incom
-128K
- 82.56%
N/A
27K $1.34B
DIS
Walt Disney CO

Communication Services
-13.9K
- 89.5%
$81.72 - $124.01 $1.14M - $1.72M
1.63K $202M
CTA
Simplify Exch Traded Fds Simpl

ETFs
-18.8K
- 6.65%
$26.61 - $29.9 $500K - $561K
264K $7.05B
Victory Portfolios Ii
-39.2K
- 49.36%
N/A
40.2K $1.42B
Tidal Trust Iii
-68.4K
- 67.2%
N/A
33.4K $939M
FYLD
Cambria Foreign Shareholder Yi

ETFs
-39.3K
- 44.13%
$23.46 - $29.42 $922K - $1.16M
49.7K $1.45B
IAUM
I Shares Gold Trust Micro

ETFs
-36.4K
- 24.3%
$29.65 - $34.24 $1.08M - $1.25M
113K $3.74B
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-32.2K
- 43.36%
$27.65 - $36.12 $891K - $1.16M
42.1K $1.52B
GILD
Gilead Sciences, Inc.

Healthcare
-6.7K
- 78.27%
$96.91 - $113.0 $650K - $757K
1.86K $206M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-50.2K
- 75.18%
$11.35 - $12.45 $569K - $625K
16.6K $198M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-26.6K
- 42.46%
$20.12 - $21.0 $536K - $559K
36.1K $755M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-27K
- 38.74%
$13.96 - $16.51 $376K - $445K
42.6K $694M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
-23K
- 43.02%
$19.33 - $22.25 $444K - $511K
30.4K $677M
AAPL
Apple Inc.

Technology
-1.28K
- 14.74%
$172.42 - $223.89 $221K - $287K
7.41K $1.52B
XLE
Energy Sector Spdr

ETFs
-3.95K
- 56.62%
$76.44 - $94.13 $302K - $371K
3.02K $256M
HTGC
Hercules Capital, Inc.

Financial Services
-14.6K
- 11.8%
$16.24 - $19.1 $237K - $278K
109K $1.99B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-8.42K
- 34.11%
$32.99 - $38.56 $278K - $325K
16.3K $618M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-8.29K
- 50.23%
$25.48 - $27.78 $211K - $230K
8.22K $218M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
-13K
- 19.15%
$11.46 - $12.75 $149K - $166K
55K $648M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-1.27K
- 1.02%
N/A
123K $2.85B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-309
- 36.65%
$456.74 - $568.03 $141K - $176K
534 $303M
LQDW
Ishares Tr Invt Grade Corporat
-3.44K
- 6.58%
N/A
48.8K $1.24B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-586
- 16.3%
$116.93 - $119.39 $68.5K - $70K
3.01K $358M
HYGW
Ishares Tr High Yield Corporat
-1.44K
- 7.05%
N/A
18.9K $580M
PFIX
Simplify ETF Simplify Int Rate

ETFs
-2.07K
- 18.65%
$45.32 - $62.42 $93.7K - $129K
9.02K $477M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-602
- 17.88%
$416.06 - $551.64 $250K - $332K
2.77K $1.53B
Simplify Exchange Traded Fun
-866
- 4.37%
N/A
19K $453M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-928
- 17.22%
$47.46 - $55.3 $44K - $51.3K
4.46K $246M
HIGH
Simplify Exchange Traded Fds E
-8.33K
- 11.75%
N/A
62.6K $1.52B
NETL
ETF Ser Solutions Net Lease CO

ETFs
-1.07K
- 5.4%
$22.03 - $24.97 $23.6K - $26.8K
18.8K $458M
PFFV
Global X Variable Rate Preferr

Technology
-586
- 2.05%
$22.41 - $23.43 $13.1K - $13.7K
28.1K $640M
WMB
Williams Companies, Inc.

Energy
-849
- 12.03%
$54.33 - $62.87 $46.1K - $53.4K
6.21K $390M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-556
- 3.92%
$49.79 - $50.75 $27.7K - $28.2K
13.6K $691M
BOND
Pimco Active Bond Exchange Tra

ETFs
-276
- 5.1%
$89.87 - $92.93 $24.8K - $25.6K
5.13K $473M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-330
- 8.2%
$82.21 - $83.12 $27.1K - $27.4K
3.69K $306M
REZ
Ishares Tr Residential And Mul

ETFs
-47
- 0.84%
$76.14 - $86.35 $3.58K - $4.06K
5.52K $455M
Invesco Actively Managed Exc
-1.04K
- 3.72%
N/A
26.9K $687M
Series Portfolios Tr
-980
- 5.25%
N/A
17.7K $473M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
-1.24K
- 5.33%
$21.77 - $24.89 $26.9K - $30.7K
21.9K $512M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-310
- 3.83%
$51.14 - $57.0 $15.9K - $17.7K
7.79K $443M
BFZ
Blackrock California Municipal Income Trust

Financial Services
-1.48K
- 11.5%
$10.2 - $11.19 $15.1K - $16.6K
11.4K $123M
SKYY
First Trust Cloud Computing Et

ETFs
-1.08K
- 17.63%
$89.46 - $121.64 $96.2K - $131K
5.02K $611M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-247
- 3.61%
$79.41 - $86.53 $19.6K - $21.4K
6.6K $571M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
-474
- 1.83%
$18.65 - $19.82 $8.84K - $9.39K
25.4K $504M
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
-530
- 0.95%
$8.41 - $9.25 $4.46K - $4.9K
55.1K $509M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-234
- 1.83%
$36.2 - $38.97 $8.47K - $9.12K
12.6K $489M
ISRG
Intuitive Surgical Inc

Healthcare
-74
- 8.25%
$451.58 - $565.94 $33.4K - $41.9K
823 $447M
GOOGL
Alphabet Inc.

Communication Services
-422
- 9.07%
$144.7 - $178.6 $61.1K - $75.4K
4.23K $746M
Tidal Tr Ii
-16
- 0.17%
N/A
9.47K $472M
Activity Summary
Buys All Purchases 71 New Holdings 37 Increased Positions 34 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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