CAAS
POTX

Capital Asset Advisory Services’s Global X Cannabis ETF POTX Stock Holding History

Capital Asset Advisory Services’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
Q4 		– Sell
-23
Closed -$1K – 732
2021
Q3 		$1K Buy
+23
New +$1.49K ﹤0.01% 698

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Capital Asset Advisory Services's POTX Position: Q4 2021 in Review

Capital Asset Advisory Services sold out of Global X Cannabis ETF (POTX) in Q4 2021, closing a stake of 23 shares — an estimated $1K sold.

Capital Asset Advisory Services first reported a position in POTX in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 47 funds tracked by Wall St. Rank hold POTX as of Q4 2021.

  • Capital Asset Advisory Services reported no remaining Global X Cannabis ETF position as of Q4 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 23 Global X Cannabis ETF shares in Q4 2021, an estimated $1K.
  • Capital Asset Advisory Services first reported a position in Global X Cannabis ETF in Q3 2021 and held it in 1 quarter.
  • Capital Asset Advisory Services's Global X Cannabis ETF position peaked at $1K in Q3 2021.
  • 47 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q4 2021.

Based on Capital Asset Advisory Services's 13F filing for Q4 2021, filed 4 Feb 2022.