CA
POTX

Cornerstone Advisory’s Global X Cannabis ETF POTX Stock Holding History

Cornerstone Advisory’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
2022
Q1 		– Sell
-208
Closed -$7K – 868
2021
Q4 		$7K Buy
+208
New +$9.84K ﹤0.01% 648

Other funds holding POTX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cornerstone Advisory's POTX Position: Q1 2022 in Review

Cornerstone Advisory sold out of Global X Cannabis ETF (POTX) in Q1 2022, closing a stake of 208 shares — an estimated $7K sold.

Cornerstone Advisory first reported a position in POTX in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 52 funds tracked by Wall St. Rank hold POTX as of Q1 2022.

  • Cornerstone Advisory reported no remaining Global X Cannabis ETF position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 208 Global X Cannabis ETF shares in Q1 2022, an estimated $7K.
  • Cornerstone Advisory first reported a position in Global X Cannabis ETF in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's Global X Cannabis ETF position peaked at $7K in Q4 2021.
  • 52 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.