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

WT Wealth Management’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
2026
Q3 		$1.04M Buy
43,562
+2,352
+6% +$62.1K 0.29% 77
2026
Q2 		$1.1M Buy
41,210
+16,318
+66% +$429K 0.3% 73
2026
Q1 		$615K Buy
+24,892
New +$633K 0.18% 89

Other funds holding NETL

Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
UPWML
UMB Private Wealth Management, LLC Kansas City, Missouri $103M AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

WT Wealth Management's NETL Position: Q3 2026 in Review

WT Wealth Management increased its Colterpoint Net Lease Real Estate ETF (NETL) stake by 5.7% in Q3 2026, buying an estimated $62.1K and bringing the position to 43,562 shares worth $1.04M. The position accounts for 0.29% of the portfolio, ranked #77.

WT Wealth Management first reported a position in NETL in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.1M in Q2 2026. 9 funds tracked by Wall St. Rank hold NETL as of Q3 2026.

  • WT Wealth Management held 43,562 shares of Colterpoint Net Lease Real Estate ETF worth $1.04M as of Q3 2026.
  • WT Wealth Management bought 2,352 Colterpoint Net Lease Real Estate ETF shares in Q3 2026, an estimated $62.1K.
  • Colterpoint Net Lease Real Estate ETF made up 0.29% of WT Wealth Management's portfolio in Q3 2026, its #77 holding.
  • WT Wealth Management first reported a position in Colterpoint Net Lease Real Estate ETF in Q1 2026 and has held it in 3 quarters since.
  • WT Wealth Management's Colterpoint Net Lease Real Estate ETF position peaked at $1.1M in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.