Bison Wealth’s Global X Cannabis ETF POTX Stock Holding History

Bison Wealth’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	-98	Closed	-$8K	–	491
2021 Q2	$8K	Buy	+98	New	+$8.41K	﹤0.01%	418

Other funds holding POTX

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

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bison Wealth's POTX Position: Q3 2021 in Review

Bison Wealth sold out of Global X Cannabis ETF (POTX) in Q3 2021, closing a stake of 98 shares — an estimated $8K sold.

Bison Wealth first reported a position in POTX in Q2 2021 and held it in 1 quarter. The position peaked at $8K in Q2 2021. 52 funds tracked by Wall St. Rank hold POTX as of Q3 2021.

Bison Wealth reported no remaining Global X Cannabis ETF position as of Q3 2021 after selling out during the quarter.
Bison Wealth sold 98 Global X Cannabis ETF shares in Q3 2021, an estimated $8K.
Bison Wealth first reported a position in Global X Cannabis ETF in Q2 2021 and held it in 1 quarter.
Bison Wealth's Global X Cannabis ETF position peaked at $8K in Q2 2021.
52 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q3 2021.

Based on Bison Wealth's 13F filing for Q3 2021, filed 3 Nov 2021.