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 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DAS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

WT Wealth Management's NETL Position: Q2 2026 in Review

WT Wealth Management increased its Colterpoint Net Lease Real Estate ETF (NETL) stake by 66% in Q2 2026, buying an estimated $429K and bringing the position to 41,210 shares worth $1.1M. The position accounts for 0.3% of the portfolio, ranked #73.

WT Wealth Management first reported a position in NETL in Q1 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold NETL as of Q2 2026.

WT Wealth Management held 41,210 shares of Colterpoint Net Lease Real Estate ETF worth $1.1M as of Q2 2026.
WT Wealth Management bought 16,318 Colterpoint Net Lease Real Estate ETF shares in Q2 2026, an estimated $429K.
Colterpoint Net Lease Real Estate ETF made up 0.3% of WT Wealth Management's portfolio in Q2 2026, its #73 holding.
WT Wealth Management first reported a position in Colterpoint Net Lease Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
31 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.