AWM
POTX

AE Wealth Management’s Global X Cannabis ETF POTX Stock Holding History

AE Wealth Management’s Portfolio POTX Stock Details POTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-5,778
Closed -$478K – 1741
2021
Q2 		$478K Sell
5,778
-646
-10% -$55.5K ﹤0.01% 1157
2021
Q1 		$619K Buy
+6,424
New +$638K 0.01% 934

Other funds holding POTX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AE Wealth Management's POTX Position: Q3 2021 in Review

AE Wealth Management sold out of Global X Cannabis ETF (POTX) in Q3 2021, closing a stake of 5,778 shares — an estimated $478K sold.

AE Wealth Management first reported a position in POTX in Q1 2021 and held it in 2 quarters. The position peaked at $619K in Q1 2021. 52 funds tracked by Wall St. Rank hold POTX as of Q3 2021.

  • AE Wealth Management reported no remaining Global X Cannabis ETF position as of Q3 2021 after selling out during the quarter.
  • AE Wealth Management sold 5,778 Global X Cannabis ETF shares in Q3 2021, an estimated $478K.
  • AE Wealth Management first reported a position in Global X Cannabis ETF in Q1 2021 and held it in 2 quarters.
  • AE Wealth Management's Global X Cannabis ETF position peaked at $619K in Q1 2021.
  • 52 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q3 2021.

Based on AE Wealth Management's 13F filing for Q3 2021, filed 1 Nov 2021.