MWM
NETL icon

MinichMacGregor Wealth Management’s Colterpoint Net Lease Real Estate ETF NETL Stock Holding History

MinichMacGregor Wealth Management’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
2022
Q1 		– Sell
-211,095
Closed -$6.7M – 96
2021
Q4 		$6.7M Buy
211,095
+11,514
+6% +$358K 2.04% 19
2021
Q3 		$5.91M Buy
+199,581
New +$6.24M 1.99% 19

Other funds holding NETL

VW
Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
TW
TrinityPoint Wealth Milford, Connecticut $712M AUM 23.8% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CWM
Curi Wealth Management Raleigh, North Carolina $724M AUM 17.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

MinichMacGregor Wealth Management's NETL Position: Q1 2022 in Review

MinichMacGregor Wealth Management sold out of Colterpoint Net Lease Real Estate ETF (NETL) in Q1 2022, closing a stake of 211,095 shares — an estimated $6.7M sold.

MinichMacGregor Wealth Management first reported a position in NETL in Q3 2021 and held it in 2 quarters. The position peaked at $6.7M in Q4 2021. 39 funds tracked by Wall St. Rank hold NETL as of Q1 2022.

  • MinichMacGregor Wealth Management reported no remaining Colterpoint Net Lease Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 211,095 Colterpoint Net Lease Real Estate ETF shares in Q1 2022, an estimated $6.7M.
  • MinichMacGregor Wealth Management first reported a position in Colterpoint Net Lease Real Estate ETF in Q3 2021 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's Colterpoint Net Lease Real Estate ETF position peaked at $6.7M in Q4 2021.
  • 39 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q1 2022.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.