BFEC
POTX

Benjamin F. Edwards & Company’s Global X Cannabis ETF POTX Stock Holding History

Benjamin F. Edwards & Company’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
Q4 		– Sell
-483
Closed -$7K – 1939
2022
Q3 		$7K Hold
483
– – ﹤0.01% 1490
2022
Q2 		$8K Buy
+483
New +$10.9K ﹤0.01% 1452

Other funds holding POTX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Benjamin F. Edwards & Company's POTX Position: Q4 2022 in Review

Benjamin F. Edwards & Company sold out of Global X Cannabis ETF (POTX) in Q4 2022, closing a stake of 483 shares — an estimated $7K sold.

Benjamin F. Edwards & Company first reported a position in POTX in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q2 2022. 41 funds tracked by Wall St. Rank hold POTX as of Q4 2022.

  • Benjamin F. Edwards & Company reported no remaining Global X Cannabis ETF position as of Q4 2022 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 483 Global X Cannabis ETF shares in Q4 2022, an estimated $7K.
  • Benjamin F. Edwards & Company first reported a position in Global X Cannabis ETF in Q2 2022 and held it in 2 quarters.
  • Benjamin F. Edwards & Company's Global X Cannabis ETF position peaked at $8K in Q2 2022.
  • 41 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q4 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2022, filed 7 Feb 2023.