Creative Planning’s Colterpoint Net Lease Real Estate ETF NETL Stock Holding History

Creative Planning’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 Q2	$217K	Buy	+8,127	New	+$214K	﹤0.01%	3825

Other funds holding NETL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Creative Planning's NETL Position: Q2 2026 in Review

Creative Planning opened a new position in Colterpoint Net Lease Real Estate ETF (NETL) in Q2 2026: 8,127 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #3825 among its holdings.

31 funds tracked by Wall St. Rank hold NETL as of Q2 2026.

Creative Planning held 8,127 shares of Colterpoint Net Lease Real Estate ETF worth $217K as of Q2 2026.
Colterpoint Net Lease Real Estate ETF was a new Creative Planning position in Q2 2026.
Colterpoint Net Lease Real Estate ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3825 holding.
31 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.