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Patriot Investment Management Group’s Colterpoint Net Lease Real Estate ETF NETL Stock Holding History

Patriot Investment Management 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
2023
Q1 		– Sell
-401
Closed -$10.9K – 340
2022
Q4 		$10.9K Buy
+401
New +$10.1K ﹤0.01% 362
2020
Q3 		– Sell
-669
Closed -$14.9K – 489
2020
Q2 		$14.9K Buy
+669
New +$13.6K ﹤0.01% 463

Other funds holding NETL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return
CWM
Curi Wealth Management Raleigh, North Carolina $724M AUM 17.43% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
TW
TrinityPoint Wealth Milford, Connecticut $712M AUM 23.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Patriot Investment Management Group's NETL Position: Q1 2023 in Review

Patriot Investment Management Group sold out of Colterpoint Net Lease Real Estate ETF (NETL) in Q1 2023, closing a stake of 401 shares — an estimated $10.9K sold.

Patriot Investment Management Group first reported a position in NETL in Q2 2020 and held it in 2 quarters. The position peaked at $14.9K in Q2 2020. 32 funds tracked by Wall St. Rank hold NETL as of Q1 2023.

  • Patriot Investment Management Group reported no remaining Colterpoint Net Lease Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 401 Colterpoint Net Lease Real Estate ETF shares in Q1 2023, an estimated $10.9K.
  • Patriot Investment Management Group first reported a position in Colterpoint Net Lease Real Estate ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's Colterpoint Net Lease Real Estate ETF position peaked at $14.9K in Q2 2020.
  • 32 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.