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Advisor Resource Council’s Colterpoint Net Lease Real Estate ETF NETL Stock Holding History

Advisor Resource Council’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
2021
Q3 		– Sell
-14,368
Closed -$430K – 382
2021
Q2 		$430K Buy
+14,368
New +$424K 0.04% 329

Other funds holding NETL

OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
TW
TrinityPoint Wealth Milford, Connecticut $712M AUM 23.8% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CWM
Curi Wealth Management Raleigh, North Carolina $724M AUM 17.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Advisor Resource Council's NETL Position: Q3 2021 in Review

Advisor Resource Council sold out of Colterpoint Net Lease Real Estate ETF (NETL) in Q3 2021, closing a stake of 14,368 shares — an estimated $430K sold.

Advisor Resource Council first reported a position in NETL in Q2 2021 and held it in 1 quarter. The position peaked at $430K in Q2 2021. 31 funds tracked by Wall St. Rank hold NETL as of Q3 2021.

  • Advisor Resource Council reported no remaining Colterpoint Net Lease Real Estate ETF position as of Q3 2021 after selling out during the quarter.
  • Advisor Resource Council sold 14,368 Colterpoint Net Lease Real Estate ETF shares in Q3 2021, an estimated $430K.
  • Advisor Resource Council first reported a position in Colterpoint Net Lease Real Estate ETF in Q2 2021 and held it in 1 quarter.
  • Advisor Resource Council's Colterpoint Net Lease Real Estate ETF position peaked at $430K in Q2 2021.
  • 31 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q3 2021.

Based on Advisor Resource Council's 13F filing for Q3 2021, filed 16 Nov 2021.