AWM
THCX

AE Wealth Management’s AXS Cannabis ETF THCX Stock Holding History

AE Wealth Management’s Portfolio THCX Stock Details THCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,689
Closed -$28.9K – 2100
2023
Q2 		$28.9K Buy
+1,689
New +$32.1K ﹤0.01% 1855

Other funds holding THCX

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

AE Wealth Management's THCX Position: Q3 2023 in Review

AE Wealth Management sold out of AXS Cannabis ETF (THCX) in Q3 2023, closing a stake of 1,689 shares — an estimated $28.9K sold.

AE Wealth Management first reported a position in THCX in Q2 2023 and held it in 1 quarter. The position peaked at $28.9K in Q2 2023. 21 funds tracked by Wall St. Rank hold THCX as of Q3 2023.

  • AE Wealth Management reported no remaining AXS Cannabis ETF position as of Q3 2023 after selling out during the quarter.
  • AE Wealth Management sold 1,689 AXS Cannabis ETF shares in Q3 2023, an estimated $28.9K.
  • AE Wealth Management first reported a position in AXS Cannabis ETF in Q2 2023 and held it in 1 quarter.
  • AE Wealth Management's AXS Cannabis ETF position peaked at $28.9K in Q2 2023.
  • 21 funds tracked by Wall St. Rank held AXS Cannabis ETF as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.