UMB Private Wealth Management, LLC’s Colterpoint Net Lease Real Estate ETF NETL Stock Holding History

UMB Private Wealth Management, LLC’s Portfolio NETL Stock Details NETL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$17.1K	Buy	+718	New	+$19K	0.02%	278

Other funds holding NETL

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

UMB Private Wealth Management, LLC's NETL Position: Q3 2026 in Review

UMB Private Wealth Management, LLC opened a new position in Colterpoint Net Lease Real Estate ETF (NETL) in Q3 2026: 718 shares worth $17.1K. The stake represents 0.02% of the portfolio and ranks #278 among its holdings.

9 funds tracked by Wall St. Rank hold NETL as of Q3 2026.

UMB Private Wealth Management, LLC held 718 shares of Colterpoint Net Lease Real Estate ETF worth $17.1K as of Q3 2026.
Colterpoint Net Lease Real Estate ETF was a new UMB Private Wealth Management, LLC position in Q3 2026.
Colterpoint Net Lease Real Estate ETF made up 0.02% of UMB Private Wealth Management, LLC's portfolio in Q3 2026, its #278 holding.
9 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q3 2026.

Based on UMB Private Wealth Management, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.