Focus Partners Wealth’s Global X Cannabis ETF POTX Stock Holding History

Focus Partners Wealth’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	-29,135	Closed	-$170K	–	1005
2023 Q4	$170K	Buy	+29,135	New	+$166K	﹤0.01%	762

Other funds holding POTX

WFS

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

Focus Partners Wealth's POTX Position: Q1 2024 in Review

Focus Partners Wealth sold out of Global X Cannabis ETF (POTX) in Q1 2024, closing a stake of 29,135 shares — an estimated $170K sold.

Focus Partners Wealth first reported a position in POTX in Q4 2023 and held it in 1 quarter. The position peaked at $170K in Q4 2023. 1 fund tracked by Wall St. Rank holds POTX as of Q1 2024.

Focus Partners Wealth reported no remaining Global X Cannabis ETF position as of Q1 2024 after selling out during the quarter.
Focus Partners Wealth sold 29,135 Global X Cannabis ETF shares in Q1 2024, an estimated $170K.
Focus Partners Wealth first reported a position in Global X Cannabis ETF in Q4 2023 and held it in 1 quarter.
Focus Partners Wealth's Global X Cannabis ETF position peaked at $170K in Q4 2023.
1 fund tracked by Wall St. Rank held Global X Cannabis ETF as of Q1 2024.

Based on Focus Partners Wealth's 13F filing for Q1 2024, filed 16 May 2024.