Cambridge Investment Research Advisors
NETL icon

Cambridge Investment Research Advisors’s Colterpoint Net Lease Real Estate ETF NETL Stock Holding History

Cambridge Investment Research Advisors’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
2026
Q1 		$270K Buy
10,955
+2,107
+24% +$53.6K ﹤0.01% 3387
2025
Q4 		$210K Buy
8,848
+60
+0.7% +$1.45K ﹤0.01% 3537
2025
Q3 		$216K Sell
8,788
-424
-5% -$10.4K ﹤0.01% 3418
2025
Q2 		$225K Buy
+9,212
New +$221K ﹤0.01% 3239
2021
Q4 		– Sell
-7,570
Closed -$224K – 3241
2021
Q3 		$224K Buy
+7,570
New +$237K ﹤0.01% 2715

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DAS
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Morgan Stanley
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MCM
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
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SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return