BCWM
POTX

Bartlett & Co Wealth Management’s Global X Cannabis ETF POTX Stock Holding History

Bartlett & Co 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
2022
Q2 		– Sell
-250
Closed -$8.19K – 1330
2022
Q1 		$8.19K Buy
+250
New +$7.81K ﹤0.01% 855
2021
Q4 		– Sell
-125
Closed -$6.71K – 942
2021
Q3 		$6.71K Hold
125
– – ﹤0.01% 742
2021
Q2 		$10.4K Buy
+125
New +$10.7K ﹤0.01% 682

Other funds holding POTX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bartlett & Co Wealth Management's POTX Position: Q2 2022 in Review

Bartlett & Co Wealth Management sold out of Global X Cannabis ETF (POTX) in Q2 2022, closing a stake of 250 shares — an estimated $8.19K sold.

Bartlett & Co Wealth Management first reported a position in POTX in Q2 2021 and held it in 3 quarters. The position peaked at $10.4K in Q2 2021. 39 funds tracked by Wall St. Rank hold POTX as of Q2 2022.

  • Bartlett & Co Wealth Management reported no remaining Global X Cannabis ETF position as of Q2 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 250 Global X Cannabis ETF shares in Q2 2022, an estimated $8.19K.
  • Bartlett & Co Wealth Management first reported a position in Global X Cannabis ETF in Q2 2021 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's Global X Cannabis ETF position peaked at $10.4K in Q2 2021.
  • 39 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q2 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2022, filed 14 Feb 2024.