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

Wealth 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 Q2	–	Sell	-18,350	Closed	-$333K	–	81
2020 Q1	$333K	Hold	18,350	–	–	0.22%	49
2019 Q4	$545K	Buy	+18,350	New	+$511K	0.31%	43

Other funds holding NETL

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Wealth Advisors's NETL Position: Q2 2020 in Review

Wealth Advisors sold out of Colterpoint Net Lease Real Estate ETF (NETL) in Q2 2020, closing a stake of 18,350 shares — an estimated $333K sold.

Wealth Advisors first reported a position in NETL in Q4 2019 and held it in 2 quarters. The position peaked at $545K in Q4 2019. 16 funds tracked by Wall St. Rank hold NETL as of Q2 2020.

Wealth Advisors reported no remaining Colterpoint Net Lease Real Estate ETF position as of Q2 2020 after selling out during the quarter.
Wealth Advisors sold 18,350 Colterpoint Net Lease Real Estate ETF shares in Q2 2020, an estimated $333K.
Wealth Advisors first reported a position in Colterpoint Net Lease Real Estate ETF in Q4 2019 and held it in 2 quarters.
Wealth Advisors's Colterpoint Net Lease Real Estate ETF position peaked at $545K in Q4 2019.
16 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q2 2020.

Based on Wealth Advisors's 13F filing for Q2 2020, filed 13 Jul 2020.