CCA
POTX

Clearwater Capital Advisors’s Global X Cannabis ETF POTX Stock Holding History

Clearwater Capital 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
2021
Q4 		– Sell
-3,695
Closed -$198K – 178
2021
Q3 		$198K Buy
3,695
+912
+33% +$59.1K 0.02% 165
2021
Q2 		$230K Hold
2,783
– – 0.03% 159
2021
Q1 		$268K Buy
2,783
+616
+28% +$61.1K 0.03% 139
2020
Q4 		$129K Buy
+2,167
New +$125K 0.02% 153

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 $71.6B AUM 21.08% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Clearwater Capital Advisors's POTX Position: Q4 2021 in Review

Clearwater Capital Advisors sold out of Global X Cannabis ETF (POTX) in Q4 2021, closing a stake of 3,695 shares — an estimated $198K sold.

Clearwater Capital Advisors first reported a position in POTX in Q4 2020 and held it in 4 quarters. The position peaked at $268K in Q1 2021. 47 funds tracked by Wall St. Rank hold POTX as of Q4 2021.

  • Clearwater Capital Advisors reported no remaining Global X Cannabis ETF position as of Q4 2021 after selling out during the quarter.
  • Clearwater Capital Advisors sold 3,695 Global X Cannabis ETF shares in Q4 2021, an estimated $198K.
  • Clearwater Capital Advisors first reported a position in Global X Cannabis ETF in Q4 2020 and held it in 4 quarters.
  • Clearwater Capital Advisors's Global X Cannabis ETF position peaked at $268K in Q1 2021.
  • 47 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q4 2021.

Based on Clearwater Capital Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.