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Colterpoint Net Lease Real Estate ETF
NETL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 15.5 M -USD 1.62 M -67,190 -10%
Raymond James Financial Services Advisors
2
Raymond James Financial Services Advisors
Florida
USD 10.1 M +USD 754 k +31,183 +8%
VW
3
Vance Wealth
California
USD 7.75 M +USD 323 k +13,369 +4%
Dynamic Advisor Solutions
4
Dynamic Advisor Solutions
Arizona
USD 4.21 M +USD 9.9 k +408 +0.2%
JWS
5
Juncture Wealth Strategies
Arizona
USD 2.92 M +USD 859 k +35,523 +42%
New England Private Wealth Advisors
6
New England Private Wealth Advisors
Massachusetts
USD 2.06 M +USD 38 k +1,574 +2%
ACM
7
Anfield Capital Management
California
USD 1.93 M -USD 81.6 k -3,375 -4%
HHRDM
8
H&H Retirement Design & Management
Nevada
USD 1.37 M -USD 38.2 k -1,579 -3%
Continuum Advisory
9
Continuum Advisory
Idaho
USD 1.34 M +USD 72.7 k +3,007 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 1.28 M -USD 63.6 k -2,630 -5%
LPL Financial
11
LPL Financial
California
USD 1.18 M -USD 261 k -10,815 -18%
Raymond James Trust
12
Raymond James Trust
Florida
USD 645 k -USD 488 k -20,185 -43%
Stratos Wealth Partners
13
Stratos Wealth Partners
Ohio
USD 641 k -USD 427 k -17,685 -40%
Goldman Sachs
14
Goldman Sachs
New York
USD 594 k +USD 191 k +7,900 +48%
Citadel Advisors
15
Citadel Advisors
Florida
USD 431 k +USD 429 k +17,762 Nuevas
Curi Wealth Management
16
Curi Wealth Management
North Carolina
USD 410 k -USD 5.61 M -232,141 -93%
UMB Bank
17
UMB Bank
Missouri
USD 363 k -USD 44.8 k -1,853 -11%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
USD 356 k +USD 48.8 k +2,019 +16%
Osaic Holdings
19
Osaic Holdings
Arizona
USD 349 k -USD 10.5 k -433 -3%
Versant Capital Management
20
Versant Capital Management
Arizona
USD 334 k – – –
Patriot Financial Group Insurance Agency
21
Patriot Financial Group Insurance Agency
Massachusetts
USD 319 k -USD 74.8 k -3,094 -19%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
USD 291 k +USD 290 k +12,016 Nuevas
Jane Street
23
Jane Street
New York
USD 286 k +USD 286 k +11,814 Nuevas
Kestra Advisory Services
24
Kestra Advisory Services
Texas
USD 206 k -USD 49.5 k -2,049 -19%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
USD 204 k +USD 2.01 k +83 +1%
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