Bank of Montreal
POTX

Bank of Montreal’s Global X Cannabis ETF POTX Stock Holding History

Bank of Montreal’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
-58
Closed -$5K – 4025
2021
Q2 		$5K Hold
58
– – ﹤0.01% 3592
2021
Q1 		$5K Buy
+58
New +$5.76K ﹤0.01% 4686

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 $445B AUM 25.58% 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

Bank of Montreal's POTX Position: Q3 2021 in Review

Bank of Montreal sold out of Global X Cannabis ETF (POTX) in Q3 2021, closing a stake of 58 shares — an estimated $5K sold.

Bank of Montreal first reported a position in POTX in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 52 funds tracked by Wall St. Rank hold POTX as of Q3 2021.

  • Bank of Montreal reported no remaining Global X Cannabis ETF position as of Q3 2021 after selling out during the quarter.
  • Bank of Montreal sold 58 Global X Cannabis ETF shares in Q3 2021, an estimated $5K.
  • Bank of Montreal first reported a position in Global X Cannabis ETF in Q1 2021 and held it in 2 quarters.
  • Bank of Montreal's Global X Cannabis ETF position peaked at $5K in Q2 2021.
  • 52 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q3 2021.

Based on Bank of Montreal's 13F filing for Q3 2021, filed 12 Nov 2021.