EWM
TOKE

Edge Wealth Management’s Cambria Cannabis ETF TOKE Stock Holding History

Edge Wealth Management’s Portfolio TOKE Stock Details TOKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-785
Closed -$10K – 619
2020
Q2 		$10K Hold
785
– – ﹤0.01% 468
2020
Q1 		$8K Hold
785
– – ﹤0.01% 418
2019
Q4 		$12K Buy
785
+585
+293% +$9.61K ﹤0.01% 410
2019
Q3 		$3K Buy
+200
New +$4.55K ﹤0.01% 516

Other funds holding TOKE

CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWC
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

Edge Wealth Management's TOKE Position: Q3 2020 in Review

Edge Wealth Management sold out of Cambria Cannabis ETF (TOKE) in Q3 2020, closing a stake of 785 shares — an estimated $10K sold.

Edge Wealth Management first reported a position in TOKE in Q3 2019 and held it in 4 quarters. The position peaked at $12K in Q4 2019. 13 funds tracked by Wall St. Rank hold TOKE as of Q3 2020.

  • Edge Wealth Management reported no remaining Cambria Cannabis ETF position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 785 Cambria Cannabis ETF shares in Q3 2020, an estimated $10K.
  • Edge Wealth Management first reported a position in Cambria Cannabis ETF in Q3 2019 and held it in 4 quarters.
  • Edge Wealth Management's Cambria Cannabis ETF position peaked at $12K in Q4 2019.
  • 13 funds tracked by Wall St. Rank held Cambria Cannabis ETF as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.