NFG
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Next Financial Group’s Colterpoint Net Lease Real Estate ETF NETL Stock Holding History

Next Financial 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
2021
Q4 		$15K Hold
480
– – ﹤0.01% 2008
2021
Q3 		$14K Buy
+480
New +$15K ﹤0.01% 1921
2021
Q2 		– Sell
-100
Closed -$3K – 2675
2021
Q1 		$3K Sell
100
-100
-50% -$2.65K ﹤0.01% 2242
2020
Q4 		$5K Hold
200
– – ﹤0.01% 1992
2020
Q3 		$5K Buy
+200
New +$4.62K ﹤0.01% 1851

Other funds holding NETL

VW
Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return
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
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 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

Next Financial Group's NETL Position: Q4 2021 in Review

Next Financial Group held its Colterpoint Net Lease Real Estate ETF (NETL) position steady in Q4 2021 at 480 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

Next Financial Group first reported a position in NETL in Q3 2020 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold NETL as of Q4 2021.

  • Next Financial Group held 480 shares of Colterpoint Net Lease Real Estate ETF worth $15K as of Q4 2021.
  • Next Financial Group left its Colterpoint Net Lease Real Estate ETF share count unchanged in Q4 2021.
  • Colterpoint Net Lease Real Estate ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2008 holding.
  • Next Financial Group first reported a position in Colterpoint Net Lease Real Estate ETF in Q3 2020 and has held it in 5 quarters since.
  • 32 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.