LPL Financial
NETL icon

LPL Financial’s Colterpoint Net Lease Real Estate ETF NETL Stock Holding History

LPL Financial’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 		$4.59M Buy
171,754
+109,198
+175% +$2.87M ﹤0.01% 2883
2026
Q1 		$1.54M Buy
62,556
+5,620
+10% +$143K ﹤0.01% 3750
2025
Q4 		$1.35M Buy
56,936
+6,346
+13% +$153K ﹤0.01% 3766
2025
Q3 		$1.25M Buy
50,590
+3,505
+7% +$85.9K ﹤0.01% 3786
2025
Q2 		$1.15M Buy
47,085
+1,530
+3% +$36.8K ﹤0.01% 3620
2025
Q1 		$1.14M Sell
45,555
-1,597
-3% -$38.6K ﹤0.01% 3442
2024
Q4 		$1.11M Sell
47,152
-2,005
-4% -$51.1K ﹤0.01% 3407
2024
Q3 		$1.34M Buy
49,157
+5,298
+12% +$137K ﹤0.01% 3119
2024
Q2 		$1.02M Buy
43,859
+941
+2% +$21.7K ﹤0.01% 3234
2024
Q1 		$1.02M Sell
42,918
-3,426
-7% -$80.5K ﹤0.01% 3165
2023
Q4 		$1.16M Buy
46,344
+4,188
+10% +$94.3K ﹤0.01% 2920
2023
Q3 		$909K Sell
42,156
-6,558
-13% -$156K ﹤0.01% 2974
2023
Q2 		$1.18M Sell
48,714
-10,815
-18% -$261K ﹤0.01% 2712
2023
Q1 		$1.49M Sell
59,529
-3,545
-6% -$92.3K ﹤0.01% 2406
2022
Q4 		$1.61M Sell
63,074
-4,089
-6% -$103K ﹤0.01% 2253
2022
Q3 		$1.56M Sell
67,163
-1,812
-3% -$47.9K ﹤0.01% 2168
2022
Q2 		$1.78M Sell
68,975
-31,946
-32% -$866K ﹤0.01% 2111
2022
Q1 		$2.96M Buy
100,921
+16,580
+20% +$482K ﹤0.01% 1767
2021
Q4 		$2.68M Sell
84,341
-3,510
-4% -$109K ﹤0.01% 1873
2021
Q3 		$2.6M Buy
87,851
+21,571
+33% +$674K ﹤0.01% 1848
2021
Q2 		$1.99M Buy
66,280
+17,101
+35% +$505K ﹤0.01% 1987
2021
Q1 		$1.35M Buy
49,179
+23,548
+92% +$624K ﹤0.01% 2142
2020
Q4 		$666K Sell
25,631
-3,274
-11% -$80.2K ﹤0.01% 2502
2020
Q3 		$662K Buy
28,905
+1,803
+7% +$41.6K ﹤0.01% 2239
2020
Q2 		$604K Buy
27,102
+15,714
+138% +$319K ﹤0.01% 2221
2020
Q1 		$214K Buy
+11,388
New +$295K ﹤0.01% 2758

Other funds holding NETL

Raymond James Financial
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
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

LPL Financial's NETL Position: Q2 2026 in Review

LPL Financial increased its Colterpoint Net Lease Real Estate ETF (NETL) stake by 175% in Q2 2026, buying an estimated $2.87M and bringing the position to 171,754 shares worth $4.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2883.

LPL Financial first reported a position in NETL in Q1 2020 and has held it in 26 quarters since. 31 funds tracked by Wall St. Rank hold NETL as of Q2 2026.

  • LPL Financial held 171,754 shares of Colterpoint Net Lease Real Estate ETF worth $4.59M as of Q2 2026.
  • LPL Financial bought 109,198 Colterpoint Net Lease Real Estate ETF shares in Q2 2026, an estimated $2.87M.
  • Colterpoint Net Lease Real Estate ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2883 holding.
  • LPL Financial first reported a position in Colterpoint Net Lease Real Estate ETF in Q1 2020 and has held it in 26 quarters since.
  • 31 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.