BDO Wealth Advisors’s Global X Cannabis ETF POTX Stock Holding History

BDO Wealth Advisors’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 Q2	$7	Hold	1	–	–	﹤0.01%	979
2023 Q1	$10	Hold	1	–	–	﹤0.01%	1055
2022 Q4	$11	Hold	1	–	–	﹤0.01%	1011
2022 Q3	$0	Hold	1	–	–	﹤0.01%	1172
2022 Q2	$0	Sell	1 -41	-98%	-$926	﹤0.01%	1140
2022 Q1	$1K	Hold	42	–	–	﹤0.01%	1049
2021 Q4	$1K	Hold	42	–	–	﹤0.01%	1083
2021 Q3	$2K	Hold	42	–	–	﹤0.01%	974
2021 Q2	$3K	Hold	42	–	–	﹤0.01%	969
2021 Q1	$4K	Buy	+42	New	+$4.17K	﹤0.01%	908

Other funds holding POTX

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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

OMC

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

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

BDO Wealth Advisors's POTX Position: Q2 2023 in Review

BDO Wealth Advisors held its Global X Cannabis ETF (POTX) position steady in Q2 2023 at 1 share worth $7. The position accounts for ﹤0.01% of the portfolio, ranked #979.

BDO Wealth Advisors first reported a position in POTX in Q1 2021 and has held it in 10 quarters since. The position peaked at $4K in Q1 2021. 34 funds tracked by Wall St. Rank hold POTX as of Q2 2023.

BDO Wealth Advisors held 1 share of Global X Cannabis ETF worth $7 as of Q2 2023.
BDO Wealth Advisors left its Global X Cannabis ETF share count unchanged in Q2 2023.
Global X Cannabis ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #979 holding.
BDO Wealth Advisors first reported a position in Global X Cannabis ETF in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's Global X Cannabis ETF position peaked at $4K in Q1 2021.
34 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.