Bank of Montreal
NETL icon

Bank of Montreal’s Colterpoint Net Lease Real Estate ETF NETL Stock Holding History

Bank of Montreal’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
Q2 		– Sell
-820
Closed -$23K – 4498
2021
Q1 		$23K Buy
+820
New +$21.7K ﹤0.01% 3996

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
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
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Bank of Montreal's NETL Position: Q2 2021 in Review

Bank of Montreal sold out of Colterpoint Net Lease Real Estate ETF (NETL) in Q2 2021, closing a stake of 820 shares — an estimated $23K sold.

Bank of Montreal first reported a position in NETL in Q1 2021 and held it in 1 quarter. The position peaked at $23K in Q1 2021. 27 funds tracked by Wall St. Rank hold NETL as of Q2 2021.

  • Bank of Montreal reported no remaining Colterpoint Net Lease Real Estate ETF position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 820 Colterpoint Net Lease Real Estate ETF shares in Q2 2021, an estimated $23K.
  • Bank of Montreal first reported a position in Colterpoint Net Lease Real Estate ETF in Q1 2021 and held it in 1 quarter.
  • Bank of Montreal's Colterpoint Net Lease Real Estate ETF position peaked at $23K in Q1 2021.
  • 27 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.