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Atomi Financial Group’s Colterpoint Net Lease Real Estate ETF NETL Stock Holding History

Atomi Financial Group’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
Q1 		– Sell
-16,786
Closed -$395K – 1090
2024
Q4 		$395K Sell
16,786
-240
-1% -$6.12K 0.02% 579
2024
Q3 		$462K Sell
17,026
-2,975
-15% -$76.8K 0.03% 482
2024
Q2 		$467K Sell
20,001
-18,963
-49% -$438K 0.03% 423
2024
Q1 		$925K Buy
+38,964
New +$916K 0.09% 195

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
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atomi Financial Group's NETL Position: Q1 2025 in Review

Atomi Financial Group sold out of Colterpoint Net Lease Real Estate ETF (NETL) in Q1 2025, closing a stake of 16,786 shares — an estimated $395K sold.

Atomi Financial Group first reported a position in NETL in Q1 2024 and held it in 4 quarters. The position peaked at $925K in Q1 2024. 24 funds tracked by Wall St. Rank hold NETL as of Q1 2025.

  • Atomi Financial Group reported no remaining Colterpoint Net Lease Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Atomi Financial Group sold 16,786 Colterpoint Net Lease Real Estate ETF shares in Q1 2025, an estimated $395K.
  • Atomi Financial Group first reported a position in Colterpoint Net Lease Real Estate ETF in Q1 2024 and held it in 4 quarters.
  • Atomi Financial Group's Colterpoint Net Lease Real Estate ETF position peaked at $925K in Q1 2024.
  • 24 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q1 2025.

Based on Atomi Financial Group's 13F filing for Q1 2025, filed 14 May 2025.