Clear Point Advisors’s Global X Cannabis ETF POTX Stock Holding History

Clear Point Advisors’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	-24	Closed	-$138	–	591
2023 Q4	$138	Buy	+24	New	+$137	﹤0.01%	526

Other funds holding POTX

WFS

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

Clear Point Advisors's POTX Position: Q1 2024 in Review

Clear Point Advisors sold out of Global X Cannabis ETF (POTX) in Q1 2024, closing a stake of 24 shares — an estimated $138 sold.

Clear Point Advisors first reported a position in POTX in Q4 2023 and held it in 1 quarter. The position peaked at $138 in Q4 2023. 1 fund tracked by Wall St. Rank holds POTX as of Q1 2024.

Clear Point Advisors reported no remaining Global X Cannabis ETF position as of Q1 2024 after selling out during the quarter.
Clear Point Advisors sold 24 Global X Cannabis ETF shares in Q1 2024, an estimated $138.
Clear Point Advisors first reported a position in Global X Cannabis ETF in Q4 2023 and held it in 1 quarter.
Clear Point Advisors's Global X Cannabis ETF position peaked at $138 in Q4 2023.
1 fund tracked by Wall St. Rank held Global X Cannabis ETF as of Q1 2024.

Based on Clear Point Advisors's 13F filing for Q1 2024, filed 16 May 2024.