Dynamic Advisor Solutions’s Colterpoint Net Lease Real Estate ETF NETL Stock Holding History

Dynamic Advisor Solutions’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	–	Sell	-10,000	Closed	-$2.43K	–	1075
2026 Q1	$2.43K	Buy	+10,000	New	+$254K	﹤0.01%	962

Other funds holding NETL

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

UPWML

UMB Private Wealth Management, LLC Kansas City, Missouri $103M AUM

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Dynamic Advisor Solutions's NETL Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Colterpoint Net Lease Real Estate ETF (NETL) stake by 2% in Q3 2026, buying an estimated $124K and bringing the position to 244,481 shares worth $5.84M. The position accounts for 0.17% of the portfolio, ranked #142.

Dynamic Advisor Solutions first reported a position in NETL in Q2 2019 and has held it in 30 quarters since. The position peaked at $6.4M in Q2 2026. 10 funds tracked by Wall St. Rank hold NETL as of Q3 2026.

Dynamic Advisor Solutions held 244,481 shares of Colterpoint Net Lease Real Estate ETF worth $5.84M as of Q3 2026.
Dynamic Advisor Solutions bought 4,703 Colterpoint Net Lease Real Estate ETF shares in Q3 2026, an estimated $124K.
Colterpoint Net Lease Real Estate ETF made up 0.17% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #142 holding.
Dynamic Advisor Solutions first reported a position in Colterpoint Net Lease Real Estate ETF in Q2 2019 and has held it in 30 quarters since.
Dynamic Advisor Solutions's Colterpoint Net Lease Real Estate ETF position peaked at $6.4M in Q2 2026.
10 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.