Blue Bell Private Wealth Management’s Global X Cannabis ETF POTX Stock Holding History

Blue Bell Private 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
2023 Q4	–	Sell	-250	Closed	-$1.66K	–	743
2023 Q3	$1.66K	Hold	250	–	–	﹤0.01%	587
2023 Q2	$1.59K	Hold	250	–	–	﹤0.01%	600
2023 Q1	$2.27K	Buy	+250	New	+$2.74K	﹤0.01%	540

Other funds holding POTX

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

OMC

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

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

Blue Bell Private Wealth Management's POTX Position: Q4 2023 in Review

Blue Bell Private Wealth Management sold out of Global X Cannabis ETF (POTX) in Q4 2023, closing a stake of 250 shares — an estimated $1.66K sold.

Blue Bell Private Wealth Management first reported a position in POTX in Q1 2023 and held it in 3 quarters. The position peaked at $2.27K in Q1 2023. 34 funds tracked by Wall St. Rank hold POTX as of Q4 2023.

Blue Bell Private Wealth Management reported no remaining Global X Cannabis ETF position as of Q4 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 250 Global X Cannabis ETF shares in Q4 2023, an estimated $1.66K.
Blue Bell Private Wealth Management first reported a position in Global X Cannabis ETF in Q1 2023 and held it in 3 quarters.
Blue Bell Private Wealth Management's Global X Cannabis ETF position peaked at $2.27K in Q1 2023.
34 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q4 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2023, filed 25 Jan 2024.