Sage Mountain Advisors
NETL icon

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

Sage Mountain 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
2022
Q2 		– Sell
-2,972
Closed -$87K – 633
2022
Q1 		$87K Sell
2,972
-5,825
-66% -$169K 0.01% 541
2021
Q4 		$279K Sell
8,797
-328
-4% -$10.2K 0.03% 453
2021
Q3 		$270K Sell
9,125
-85
-0.9% -$2.66K 0.04% 378
2021
Q2 		$276K Hold
9,210
– – 0.05% 332
2021
Q1 		$253K Hold
9,210
– – 0.05% 259
2020
Q4 		$239K Buy
+9,210
New +$226K 0.08% 157

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Raymond James Financial Services Advisors
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Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Curi Wealth Management
Curi Wealth Management Raleigh, North Carolina $724M AUM 17.43% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
TrinityPoint Wealth
TrinityPoint Wealth Milford, Connecticut $712M AUM 23.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Anfield Capital Management
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sage Mountain Advisors's NETL Position: Q2 2022 in Review

Sage Mountain Advisors sold out of Colterpoint Net Lease Real Estate ETF (NETL) in Q2 2022, closing a stake of 2,972 shares — an estimated $87K sold.

Sage Mountain Advisors first reported a position in NETL in Q4 2020 and held it in 6 quarters. The position peaked at $279K in Q4 2021. 35 funds tracked by Wall St. Rank hold NETL as of Q2 2022.

  • Sage Mountain Advisors reported no remaining Colterpoint Net Lease Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,972 Colterpoint Net Lease Real Estate ETF shares in Q2 2022, an estimated $87K.
  • Sage Mountain Advisors first reported a position in Colterpoint Net Lease Real Estate ETF in Q4 2020 and held it in 6 quarters.
  • Sage Mountain Advisors's Colterpoint Net Lease Real Estate ETF position peaked at $279K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q2 2022.

Based on Sage Mountain Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.