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Gladstone Institutional Advisory’s Colterpoint Net Lease Real Estate ETF NETL Stock Holding History

Gladstone Institutional Advisory’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 		$347K Buy
14,058
+4,844
+53% +$123K 0.01% 629
2025
Q4 		$219K Buy
+9,214
New +$222K 0.01% 735

Other funds holding NETL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Gladstone Institutional Advisory's NETL Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Colterpoint Net Lease Real Estate ETF (NETL) stake by 53% in Q1 2026, buying an estimated $123K and bringing the position to 14,058 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #629.

Gladstone Institutional Advisory first reported a position in NETL in Q4 2025 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold NETL as of Q1 2026.

  • Gladstone Institutional Advisory held 14,058 shares of Colterpoint Net Lease Real Estate ETF worth $347K as of Q1 2026.
  • Gladstone Institutional Advisory bought 4,844 Colterpoint Net Lease Real Estate ETF shares in Q1 2026, an estimated $123K.
  • Colterpoint Net Lease Real Estate ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #629 holding.
  • Gladstone Institutional Advisory first reported a position in Colterpoint Net Lease Real Estate ETF in Q4 2025 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.