BAM
POTX

Belpointe Asset Management’s Global X Cannabis ETF POTX Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-250
Closed -$2.27K – 3698
2023
Q1 		$2.27K Hold
250
– – ﹤0.01% 3274
2022
Q4 		$2.78K Buy
+250
New +$3.54K ﹤0.01% 3151

Other funds holding POTX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PI
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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Belpointe Asset Management's POTX Position: Q2 2023 in Review

Belpointe Asset Management sold out of Global X Cannabis ETF (POTX) in Q2 2023, closing a stake of 250 shares — an estimated $2.27K sold.

Belpointe Asset Management first reported a position in POTX in Q4 2022 and held it in 2 quarters. The position peaked at $2.78K in Q4 2022. 34 funds tracked by Wall St. Rank hold POTX as of Q2 2023.

  • Belpointe Asset Management reported no remaining Global X Cannabis ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 250 Global X Cannabis ETF shares in Q2 2023, an estimated $2.27K.
  • Belpointe Asset Management first reported a position in Global X Cannabis ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Global X Cannabis ETF position peaked at $2.78K in Q4 2022.
  • 34 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.