Belvedere Trading
NETL icon

Belvedere Trading’s Colterpoint Net Lease Real Estate ETF NETL Stock Holding History

Belvedere Trading’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
2024
Q1 		– Sell
-16,100
Closed -$402K – 866
2023
Q4 		$402K Buy
16,100
+6,500
+68% +$146K ﹤0.01% 197
2023
Q3 		$207K Buy
+9,600
New +$229K ﹤0.01% 219
2022
Q3 		– Sell
-11,600
Closed -$311K – 349
2022
Q2 		$311K Buy
+11,600
New +$315K 0.01% 138

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DAS
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 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