Cetera Investment Advisers’s Global X Cannabis ETF POTX Stock Holding History

Cetera Investment Advisers’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
2024 Q1	–	Sell	-21,952	Closed	-$128K	–	3748
2023 Q4	$128K	Buy	21,952 +4,598	+26%	+$26.2K	﹤0.01%	2115
2023 Q3	$115K	Buy	17,354 +4,792	+38%	+$33.4K	﹤0.01%	2076
2023 Q2	$80.1K	Buy	+12,562	New	+$99.3K	﹤0.01%	2102
2022 Q2	–	Sell	-3,377	Closed	-$111K	–	1984
2022 Q1	$111K	Buy	3,377 +87	+3%	+$2.72K	﹤0.01%	1789
2021 Q4	$115K	Buy	3,290 +50	+2%	+$2.37K	﹤0.01%	1785
2021 Q3	$174K	Sell	3,240 -18	-0.6%	-$1.17K	﹤0.01%	1691
2021 Q2	$269K	Buy	3,258 +42	+1%	+$3.61K	﹤0.01%	1482
2021 Q1	$310K	Sell	3,216 -1,017	-24%	-$101K	0.01%	1241
2020 Q4	$251K	Buy	+4,233	New	+$244K	0.01%	1344

Other funds holding POTX

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Cetera Investment Advisers's POTX Position: Q1 2024 in Review

Cetera Investment Advisers sold out of Global X Cannabis ETF (POTX) in Q1 2024, closing a stake of 21,952 shares — an estimated $128K sold.

Cetera Investment Advisers first reported a position in POTX in Q4 2020 and held it in 9 quarters. The position peaked at $310K in Q1 2021. 1 fund tracked by Wall St. Rank holds POTX as of Q1 2024.

Cetera Investment Advisers reported no remaining Global X Cannabis ETF position as of Q1 2024 after selling out during the quarter.
Cetera Investment Advisers sold 21,952 Global X Cannabis ETF shares in Q1 2024, an estimated $128K.
Cetera Investment Advisers first reported a position in Global X Cannabis ETF in Q4 2020 and held it in 9 quarters.
Cetera Investment Advisers's Global X Cannabis ETF position peaked at $310K in Q1 2021.
1 fund tracked by Wall St. Rank held Global X Cannabis ETF as of Q1 2024.

Based on Cetera Investment Advisers's 13F filing for Q1 2024, filed 15 May 2024.