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Ladenburg Thalmann Financial Services’s Colterpoint Net Lease Real Estate ETF NETL Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$25K Hold
900
– – ﹤0.01% 4009
2019
Q3 		$25K Hold
900
– – ﹤0.01% 3900
2019
Q2 		$24K Buy
+900
New +$23.1K ﹤0.01% 3941

Other funds holding NETL

OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WA
Wealth Advisors Rancho Santa Fe, California $223M AUM 32.56% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Ladenburg Thalmann Financial Services's NETL Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its Colterpoint Net Lease Real Estate ETF (NETL) position steady in Q4 2019 at 900 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #4009.

Ladenburg Thalmann Financial Services first reported a position in NETL in Q2 2019 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold NETL as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 900 shares of Colterpoint Net Lease Real Estate ETF worth $25K as of Q4 2019.
  • Ladenburg Thalmann Financial Services left its Colterpoint Net Lease Real Estate ETF share count unchanged in Q4 2019.
  • Colterpoint Net Lease Real Estate ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4009 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Colterpoint Net Lease Real Estate ETF in Q2 2019 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.