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Steward Partners Investment Advisory’s Colterpoint Net Lease Real Estate ETF NETL Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-216
Closed -$5.42K – 3362
2023
Q1 		$5.42K Hold
216
– – ﹤0.01% 2765
2022
Q4 		$5.51K Hold
216
– – ﹤0.01% 2741
2022
Q3 		$5K Hold
216
– – ﹤0.01% 2771
2022
Q2 		$6K Hold
216
– – ﹤0.01% 2700
2022
Q1 		$6K Buy
+216
New +$6.28K ﹤0.01% 2833
2021
Q1 		– Sell
-700
Closed -$18K – 3467
2020
Q4 		$18K Buy
+700
New +$17.1K ﹤0.01% 2098

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
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
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $213M AUM 12.31% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Steward Partners Investment Advisory's NETL Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of Colterpoint Net Lease Real Estate ETF (NETL) in Q2 2023, closing a stake of 216 shares — an estimated $5.42K sold.

Steward Partners Investment Advisory first reported a position in NETL in Q4 2020 and held it in 6 quarters. The position peaked at $18K in Q4 2020. 28 funds tracked by Wall St. Rank hold NETL as of Q2 2023.

  • Steward Partners Investment Advisory reported no remaining Colterpoint Net Lease Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 216 Colterpoint Net Lease Real Estate ETF shares in Q2 2023, an estimated $5.42K.
  • Steward Partners Investment Advisory first reported a position in Colterpoint Net Lease Real Estate ETF in Q4 2020 and held it in 6 quarters.
  • Steward Partners Investment Advisory's Colterpoint Net Lease Real Estate ETF position peaked at $18K in Q4 2020.
  • 28 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.