Carson Wealth (CWM LLC)
POTX

Carson Wealth (CWM LLC)’s Global X Cannabis ETF POTX Stock Holding History

Carson Wealth (CWM LLC)’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
-3
Closed – – 4418
2022
Q3 		$0 Buy
+3
New +$51 ﹤0.01% 4347
2021
Q2 		$5K Hold
61
– – ﹤0.01% 2398
2021
Q1 		$5K Hold
61
– – ﹤0.01% 2398
2020
Q4 		$5K Hold
61
– – ﹤0.01% 2397
2020
Q3 		$5K Hold
61
– – ﹤0.01% 2396
2020
Q2 		$5K Hold
61
– – ﹤0.01% 2392
2020
Q1 		$5K Hold
61
– – ﹤0.01% 2392
2019
Q4 		$5K Hold
61
– – ﹤0.01% 2392
2019
Q3 		$5K Buy
+61
New +$8.28K ﹤0.01% 2392

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 $71.6B AUM 21.08% 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

Carson Wealth (CWM LLC)'s POTX Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Global X Cannabis ETF (POTX) in Q4 2022, closing a stake of 3 shares.

Carson Wealth (CWM LLC) first reported a position in POTX in Q3 2019 and held it in 9 quarters. The position peaked at $5K in Q2 2021. 41 funds tracked by Wall St. Rank hold POTX as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Global X Cannabis ETF position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3 Global X Cannabis ETF shares in Q4 2022.
  • Carson Wealth (CWM LLC) first reported a position in Global X Cannabis ETF in Q3 2019 and held it in 9 quarters.
  • Carson Wealth (CWM LLC)'s Global X Cannabis ETF position peaked at $5K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.