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Colterpoint Net Lease Real Estate ETF
NETL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
VW
1
Vance Wealth
California
USD 11.2 M -USD 1.28 M -47,335 -10%
OCPWS
2
One Charles Private Wealth Services
Massachusetts
USD 9.46 M +USD 455 k +16,785 +5%
Raymond James Financial Services Advisors
3
Raymond James Financial Services Advisors
Florida
USD 9.35 M +USD 269 k +9,904 +3%
JWS
4
Juncture Wealth Strategies
Arizona
USD 5.64 M -USD 3.46 M -127,764 -37%
Curi Wealth Management
5
Curi Wealth Management
North Carolina
USD 5.1 M +USD 544 k +20,076 +11%
Dynamic Advisor Solutions
6
Dynamic Advisor Solutions
Arizona
USD 5.07 M +USD 406 k +14,970 +8%
TrinityPoint Wealth
7
TrinityPoint Wealth
Connecticut
USD 5 M +USD 90.9 k +3,352 +2%
Morgan Stanley
8
Morgan Stanley
New York
USD 2.76 M +USD 2.32 M +85,658 +395%
ACM
9
Anfield Capital Management
California
USD 1.94 M +USD 118 k +4,369 +6%
LPL Financial
10
LPL Financial
California
USD 1.78 M -USD 866 k -31,946 -32%
Stratos Wealth Partners
11
Stratos Wealth Partners
Ohio
USD 1.3 M +USD 6.62 k +244 +0.5%
Raymond James Trust
12
Raymond James Trust
Florida
USD 1.2 M – – –
Continuum Advisory
13
Continuum Advisory
Idaho
USD 1.14 M +USD 12.5 k +460 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
USD 922 k +USD 971 k +35,819 Nuevas
Citadel Advisors
15
Citadel Advisors
Florida
USD 722 k +USD 562 k +20,742 +285%
New England Private Wealth Advisors
16
New England Private Wealth Advisors
Massachusetts
USD 584 k – – –
BCP
17
Blackhawk Capital Partners
Wisconsin
USD 460 k -USD 40.2 k -1,483 -8%
Goldman Sachs
18
Goldman Sachs
New York
USD 443 k – – –
Jane Street
19
Jane Street
New York
USD 418 k -USD 664 k -24,469 -60%
Versant Capital Management
20
Versant Capital Management
Arizona
USD 352 k +USD 113 k +4,167 +44%
Patriot Financial Group Insurance Agency
21
Patriot Financial Group Insurance Agency
Massachusetts
USD 330 k +USD 31.9 k +1,176 +10%
Kestra Advisory Services
22
Kestra Advisory Services
Texas
USD 275 k -USD 27.3 k -1,005 -9%
UMB Bank
23
UMB Bank
Missouri
USD 257 k +USD 271 k +9,991 Nuevas
WAP
24
Wealthcare Advisory Partners
Pennsylvania
USD 248 k +USD 261 k +9,636 Nuevas
Raymond James & Associates
25
Raymond James & Associates
Florida
USD 219 k -USD 18.4 k -680 -7%
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