ECG
POTX

Edge Capital Group’s Global X Cannabis ETF POTX Stock Holding History

Edge Capital Group’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
Q2 		– Sell
-4,212
Closed -$138K – 375
2022
Q1 		$138K Sell
4,212
-324
-7% -$10.1K 0.01% 288
2021
Q4 		$158K Buy
+4,536
New +$215K 0.01% 276

Other funds holding POTX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Edge Capital Group's POTX Position: Q2 2022 in Review

Edge Capital Group sold out of Global X Cannabis ETF (POTX) in Q2 2022, closing a stake of 4,212 shares — an estimated $138K sold.

Edge Capital Group first reported a position in POTX in Q4 2021 and held it in 2 quarters. The position peaked at $158K in Q4 2021. 39 funds tracked by Wall St. Rank hold POTX as of Q2 2022.

  • Edge Capital Group reported no remaining Global X Cannabis ETF position as of Q2 2022 after selling out during the quarter.
  • Edge Capital Group sold 4,212 Global X Cannabis ETF shares in Q2 2022, an estimated $138K.
  • Edge Capital Group first reported a position in Global X Cannabis ETF in Q4 2021 and held it in 2 quarters.
  • Edge Capital Group's Global X Cannabis ETF position peaked at $158K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q2 2022.

Based on Edge Capital Group's 13F filing for Q2 2022, filed 8 Aug 2022.