AssetMark Inc’s Global X Cannabis ETF POTX Stock Holding History

AssetMark Inc’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
2023 Q4	–	Sell	-2	Closed	-$13	–	2030
2023 Q3	$13	Buy	+2	New	+$14	﹤0.01%	1736

Other funds holding POTX

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

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

AssetMark Inc's POTX Position: Q4 2023 in Review

AssetMark Inc sold out of Global X Cannabis ETF (POTX) in Q4 2023, closing a stake of 2 shares — an estimated $13 sold.

AssetMark Inc first reported a position in POTX in Q3 2023 and held it in 1 quarter. The position peaked at $13 in Q3 2023. 34 funds tracked by Wall St. Rank hold POTX as of Q4 2023.

AssetMark Inc reported no remaining Global X Cannabis ETF position as of Q4 2023 after selling out during the quarter.
AssetMark Inc sold 2 Global X Cannabis ETF shares in Q4 2023, an estimated $13.
AssetMark Inc first reported a position in Global X Cannabis ETF in Q3 2023 and held it in 1 quarter.
AssetMark Inc's Global X Cannabis ETF position peaked at $13 in Q3 2023.
34 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q4 2023.

Based on AssetMark Inc's 13F filing for Q4 2023, filed 9 Feb 2024.