CIA
POTX

Cape Investment Advisory’s Global X Cannabis ETF POTX Stock Holding History

Cape Investment Advisory’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
-16
Closed -$145 – 994
2023
Q1 		$145 Buy
+16
New +$175 ﹤0.01% 940

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

Cape Investment Advisory's POTX Position: Q2 2023 in Review

Cape Investment Advisory sold out of Global X Cannabis ETF (POTX) in Q2 2023, closing a stake of 16 shares — an estimated $145 sold.

Cape Investment Advisory first reported a position in POTX in Q1 2023 and held it in 1 quarter. The position peaked at $145 in Q1 2023. 34 funds tracked by Wall St. Rank hold POTX as of Q2 2023.

  • Cape Investment Advisory reported no remaining Global X Cannabis ETF position as of Q2 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 16 Global X Cannabis ETF shares in Q2 2023, an estimated $145.
  • Cape Investment Advisory first reported a position in Global X Cannabis ETF in Q1 2023 and held it in 1 quarter.
  • Cape Investment Advisory's Global X Cannabis ETF position peaked at $145 in Q1 2023.
  • 34 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q2 2023.

Based on Cape Investment Advisory's 13F filing for Q2 2023, filed 12 Oct 2023.