Creative Planning’s AXS Cannabis ETF THCX Stock Holding History

Creative Planning’s Portfolio THCX Stock Details THCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-98	Closed	-$1.81K	–	3137
2023 Q3	$1.81K	Buy	+98	New	+$1.82K	﹤0.01%	2809

Other funds holding THCX

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWM

Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return

Creative Planning's THCX Position: Q4 2023 in Review

Creative Planning sold out of AXS Cannabis ETF (THCX) in Q4 2023, closing a stake of 98 shares — an estimated $1.81K sold.

Creative Planning first reported a position in THCX in Q3 2023 and held it in 1 quarter. The position peaked at $1.81K in Q3 2023. 25 funds tracked by Wall St. Rank hold THCX as of Q4 2023.

Creative Planning reported no remaining AXS Cannabis ETF position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 98 AXS Cannabis ETF shares in Q4 2023, an estimated $1.81K.
Creative Planning first reported a position in AXS Cannabis ETF in Q3 2023 and held it in 1 quarter.
Creative Planning's AXS Cannabis ETF position peaked at $1.81K in Q3 2023.
25 funds tracked by Wall St. Rank held AXS Cannabis ETF as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.