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ShoreHaven Wealth Partners’s Colterpoint Net Lease Real Estate ETF NETL Stock Holding History

ShoreHaven Wealth Partners’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
-43,103
Closed -$1.26M – 85
2022
Q1 		$1.26M Sell
43,103
-21,975
-34% -$638K 0.67% 37
2021
Q4 		$2.07M Buy
65,078
+394
+0.6% +$12.3K 1.02% 25
2021
Q3 		$1.91M Buy
64,684
+6,415
+11% +$201K 1% 27
2021
Q2 		$1.75M Buy
58,269
+6,184
+12% +$183K 0.94% 25
2021
Q1 		$1.43M Buy
52,085
+51,685
+12,921% +$1.37M 0.78% 30
2020
Q4 		$10K Buy
+400
New +$9.79K 0.01% 172

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
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
TW
TrinityPoint Wealth Milford, Connecticut $712M AUM 23.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ShoreHaven Wealth Partners's NETL Position: Q2 2022 in Review

ShoreHaven Wealth Partners sold out of Colterpoint Net Lease Real Estate ETF (NETL) in Q2 2022, closing a stake of 43,103 shares — an estimated $1.26M sold.

ShoreHaven Wealth Partners first reported a position in NETL in Q4 2020 and held it in 6 quarters. The position peaked at $2.07M in Q4 2021. 35 funds tracked by Wall St. Rank hold NETL as of Q2 2022.

  • ShoreHaven Wealth Partners reported no remaining Colterpoint Net Lease Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 43,103 Colterpoint Net Lease Real Estate ETF shares in Q2 2022, an estimated $1.26M.
  • ShoreHaven Wealth Partners first reported a position in Colterpoint Net Lease Real Estate ETF in Q4 2020 and held it in 6 quarters.
  • ShoreHaven Wealth Partners's Colterpoint Net Lease Real Estate ETF position peaked at $2.07M in Q4 2021.
  • 35 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q2 2022.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2022, filed 1 Aug 2022.