Commonwealth Equity Services
POTX

Commonwealth Equity Services’s Global X Cannabis ETF POTX Stock Holding History

Commonwealth Equity Services’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
-62,490
Closed -$365K – 4146
2023
Q4 		$365K Sell
62,490
-1,019
-2% -$5.81K ﹤0.01% 2998
2023
Q3 		$422K Buy
63,509
+47,514
+297% +$331K ﹤0.01% 2738
2023
Q2 		$102K Buy
15,995
+91
+0.6% +$719 ﹤0.01% 3568
2023
Q1 		$144 Sell
15,904
-1,542
-9% -$16.9K ﹤0.01% 3418
2022
Q4 		$194K Buy
17,446
+5,481
+46% +$77.7K ﹤0.01% 3246
2022
Q3 		$163K Buy
11,965
+1,595
+15% +$26.9K ﹤0.01% 3256
2022
Q2 		$165K Buy
10,370
+747
+8% +$16.9K ﹤0.01% 3263
2022
Q1 		$315K Buy
9,623
+484
+5% +$15.1K ﹤0.01% 2929
2021
Q4 		$319K Buy
9,139
+531
+6% +$25.1K ﹤0.01% 2925
2021
Q3 		$461K Sell
8,608
-902
-9% -$58.5K ﹤0.01% 2537
2021
Q2 		$786K Sell
9,510
-3,348
-26% -$287K ﹤0.01% 2101
2021
Q1 		$1.24M Buy
+12,858
New +$1.28M ﹤0.01% 1646

Other funds holding POTX

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

Commonwealth Equity Services's POTX Position: Q1 2024 in Review

Commonwealth Equity Services sold out of Global X Cannabis ETF (POTX) in Q1 2024, closing a stake of 62,490 shares — an estimated $365K sold.

Commonwealth Equity Services first reported a position in POTX in Q1 2021 and held it in 12 quarters. The position peaked at $1.24M in Q1 2021. 1 fund tracked by Wall St. Rank holds POTX as of Q1 2024.

  • Commonwealth Equity Services reported no remaining Global X Cannabis ETF position as of Q1 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 62,490 Global X Cannabis ETF shares in Q1 2024, an estimated $365K.
  • Commonwealth Equity Services first reported a position in Global X Cannabis ETF in Q1 2021 and held it in 12 quarters.
  • Commonwealth Equity Services's Global X Cannabis ETF position peaked at $1.24M in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Global X Cannabis ETF as of Q1 2024.

Based on Commonwealth Equity Services's 13F filing for Q1 2024, filed 29 Apr 2024.