FFA
NETL icon

Farther Finance Advisors’s Colterpoint Net Lease Real Estate ETF NETL Stock Holding History

Farther Finance 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
2024
Q4 		– Sell
-3,601
Closed -$97.8K – 4099
2024
Q3 		$97.8K Buy
3,601
+34
+1% +$877 ﹤0.01% 1314
2024
Q2 		$82.6K Buy
3,567
+34
+1% +$785 ﹤0.01% 1212
2024
Q1 		$82.7K Buy
3,533
+170
+5% +$4K 0.01% 1004
2023
Q4 		$84K Buy
+3,363
New +$75.7K 0.01% 848

Other funds holding NETL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Farther Finance Advisors's NETL Position: Q4 2024 in Review

Farther Finance Advisors sold out of Colterpoint Net Lease Real Estate ETF (NETL) in Q4 2024, closing a stake of 3,601 shares — an estimated $97.8K sold.

Farther Finance Advisors first reported a position in NETL in Q4 2023 and held it in 4 quarters. The position peaked at $97.8K in Q3 2024. 27 funds tracked by Wall St. Rank hold NETL as of Q4 2024.

  • Farther Finance Advisors reported no remaining Colterpoint Net Lease Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 3,601 Colterpoint Net Lease Real Estate ETF shares in Q4 2024, an estimated $97.8K.
  • Farther Finance Advisors first reported a position in Colterpoint Net Lease Real Estate ETF in Q4 2023 and held it in 4 quarters.
  • Farther Finance Advisors's Colterpoint Net Lease Real Estate ETF position peaked at $97.8K in Q3 2024.
  • 27 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q4 2024.

Based on Farther Finance Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.