Allworth Financial’s Global X Cannabis ETF POTX Stock Holding History

Allworth Financial’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 Q4	–	Sell	-48	Closed	-$3K	–	2197
2021 Q3	$3K	Hold	48	–	–	﹤0.01%	1645
2021 Q2	$4K	Hold	48	–	–	﹤0.01%	1287
2021 Q1	$5K	Buy	48 +1	+2%	+$99	﹤0.01%	1165
2020 Q4	$3K	Hold	47	–	–	﹤0.01%	1117
2020 Q3	$2K	Buy	47 +1	+2%	+$57	﹤0.01%	1049
2020 Q2	$3K	Hold	46	–	–	﹤0.01%	979
2020 Q1	$2K	Buy	46 +1	+2%	+$75	﹤0.01%	1103
2019 Q4	$4K	Buy	+45	New	+$4.56K	﹤0.01%	823

Other funds holding POTX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SWP

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

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Allworth Financial's POTX Position: Q4 2021 in Review

Allworth Financial sold out of Global X Cannabis ETF (POTX) in Q4 2021, closing a stake of 48 shares — an estimated $3K sold.

Allworth Financial first reported a position in POTX in Q4 2019 and held it in 8 quarters. The position peaked at $5K in Q1 2021. 47 funds tracked by Wall St. Rank hold POTX as of Q4 2021.

Allworth Financial reported no remaining Global X Cannabis ETF position as of Q4 2021 after selling out during the quarter.
Allworth Financial sold 48 Global X Cannabis ETF shares in Q4 2021, an estimated $3K.
Allworth Financial first reported a position in Global X Cannabis ETF in Q4 2019 and held it in 8 quarters.
Allworth Financial's Global X Cannabis ETF position peaked at $5K in Q1 2021.
47 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q4 2021.

Based on Allworth Financial's 13F filing for Q4 2021, filed 21 Jan 2022.