NFSG
NETL icon

Newbridge Financial Services Group’s Colterpoint Net Lease Real Estate ETF NETL Stock Holding History

Newbridge Financial Services Group’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
2025
Q4 		– Sell
-267
Closed -$6.58K – 1353
2025
Q3 		$6.58K Buy
267
+250
+1,471% +$6.13K ﹤0.01% 974
2025
Q2 		$409 Buy
+17
New +$409 ﹤0.01% 1250

Other funds holding NETL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Newbridge Financial Services Group's NETL Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Colterpoint Net Lease Real Estate ETF (NETL) in Q4 2025, closing a stake of 267 shares — an estimated $6.58K sold.

Newbridge Financial Services Group first reported a position in NETL in Q2 2025 and held it in 2 quarters. The position peaked at $6.58K in Q3 2025. 23 funds tracked by Wall St. Rank hold NETL as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Colterpoint Net Lease Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 267 Colterpoint Net Lease Real Estate ETF shares in Q4 2025, an estimated $6.58K.
  • Newbridge Financial Services Group first reported a position in Colterpoint Net Lease Real Estate ETF in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's Colterpoint Net Lease Real Estate ETF position peaked at $6.58K in Q3 2025.
  • 23 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.