AWM
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AE Wealth Management’s Colterpoint Net Lease Real Estate ETF NETL Stock Holding History

AE Wealth Management’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
2025
Q3 		– Sell
-261
Closed -$6.37K – 2339
2025
Q2 		$6.37K Hold
261
– – ﹤0.01% 1929
2025
Q1 		$6.54K Hold
261
– – ﹤0.01% 1910
2024
Q4 		$6.14K Buy
+261
New +$6.65K ﹤0.01% 1900

Other funds holding NETL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

AE Wealth Management's NETL Position: Q3 2025 in Review

AE Wealth Management sold out of Colterpoint Net Lease Real Estate ETF (NETL) in Q3 2025, closing a stake of 261 shares — an estimated $6.37K sold.

AE Wealth Management first reported a position in NETL in Q4 2024 and held it in 3 quarters. The position peaked at $6.54K in Q1 2025. 21 funds tracked by Wall St. Rank hold NETL as of Q3 2025.

  • AE Wealth Management reported no remaining Colterpoint Net Lease Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 261 Colterpoint Net Lease Real Estate ETF shares in Q3 2025, an estimated $6.37K.
  • AE Wealth Management first reported a position in Colterpoint Net Lease Real Estate ETF in Q4 2024 and held it in 3 quarters.
  • AE Wealth Management's Colterpoint Net Lease Real Estate ETF position peaked at $6.54K in Q1 2025.
  • 21 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.