CFRPA
BUDX

Castle Financial & Retirement Planning Associates’s Cannabis Growth ETF BUDX Stock Holding History

Castle Financial & Retirement Planning Associates’s Portfolio BUDX Stock Details BUDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$648K Buy
+56,754
New +$960K 2.2% 14

Other funds holding BUDX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's BUDX Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Cannabis Growth ETF (BUDX) in Q4 2021: 56,754 shares worth $648K. The stake represents 2.2% of the portfolio and ranks #14 among its holdings.

3 funds tracked by Wall St. Rank hold BUDX as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 56,754 shares of Cannabis Growth ETF worth $648K as of Q4 2021.
  • Cannabis Growth ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Cannabis Growth ETF made up 2.2% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #14 holding.
  • 3 funds tracked by Wall St. Rank held Cannabis Growth ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.