Envestnet Asset Management’s Global X Cannabis ETF POTX Stock Holding History

Envestnet Asset Management’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	-21,564	Closed	-$126K	–	4333
2023 Q4	$126K	Buy	21,564 +4,808	+29%	+$27.4K	﹤0.01%	3919
2023 Q3	$111K	Buy	16,756 +5,511	+49%	+$38.4K	﹤0.01%	3855
2023 Q2	$71.7K	Buy	+11,245	New	+$88.9K	﹤0.01%	3852
2022 Q2	–	Sell	-1,738	Closed	-$57K	–	4130
2022 Q1	$57K	Buy	+1,738	New	+$54.3K	﹤0.01%	3851

Other funds holding POTX

WFS

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

Envestnet Asset Management's POTX Position: Q1 2024 in Review

Envestnet Asset Management sold out of Global X Cannabis ETF (POTX) in Q1 2024, closing a stake of 21,564 shares — an estimated $126K sold.

Envestnet Asset Management first reported a position in POTX in Q1 2022 and held it in 4 quarters. The position peaked at $126K in Q4 2023. 1 fund tracked by Wall St. Rank holds POTX as of Q1 2024.

Envestnet Asset Management reported no remaining Global X Cannabis ETF position as of Q1 2024 after selling out during the quarter.
Envestnet Asset Management sold 21,564 Global X Cannabis ETF shares in Q1 2024, an estimated $126K.
Envestnet Asset Management first reported a position in Global X Cannabis ETF in Q1 2022 and held it in 4 quarters.
Envestnet Asset Management's Global X Cannabis ETF position peaked at $126K in Q4 2023.
1 fund tracked by Wall St. Rank held Global X Cannabis ETF as of Q1 2024.

Based on Envestnet Asset Management's 13F filing for Q1 2024, filed 13 May 2024.