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PSI Advisors’s Colterpoint Net Lease Real Estate ETF NETL Stock Holding History

PSI Advisors’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
2020
Q1 		– Sell
-250
Closed -$6K – 408
2019
Q4 		$6K Buy
+250
New +$6.96K ﹤0.01% 529

Other funds holding NETL

One Charles Private Wealth Services
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Raymond James Trust
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HAP Trading
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.9B AUM 28.91% 1-Year Est. Return
WA
Wealth Advisors Rancho Santa Fe, California $223M AUM 32.56% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

PSI Advisors's NETL Position: Q1 2020 in Review

PSI Advisors sold out of Colterpoint Net Lease Real Estate ETF (NETL) in Q1 2020, closing a stake of 250 shares — an estimated $6K sold.

PSI Advisors first reported a position in NETL in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 18 funds tracked by Wall St. Rank hold NETL as of Q1 2020.

  • PSI Advisors reported no remaining Colterpoint Net Lease Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • PSI Advisors sold 250 Colterpoint Net Lease Real Estate ETF shares in Q1 2020, an estimated $6K.
  • PSI Advisors first reported a position in Colterpoint Net Lease Real Estate ETF in Q4 2019 and held it in 1 quarter.
  • PSI Advisors's Colterpoint Net Lease Real Estate ETF position peaked at $6K in Q4 2019.
  • 18 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q1 2020.

Based on PSI Advisors's 13F filing for Q1 2020, filed 15 May 2020.