Founders Financial Alliance’s Global X Cannabis ETF POTX Stock Holding History

Founders Financial Alliance’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	-161	Closed	-$940	–	577
2023 Q4	$940	Hold	161	–	–	﹤0.01%	484
2023 Q3	$1.07K	Buy	161 +1	+0.6%	+$7	﹤0.01%	467
2023 Q2	$1.02K	Hold	160	–	–	﹤0.01%	503
2023 Q1	$1.45K	Hold	160	–	–	﹤0.01%	446
2022 Q4	$1.78K	Hold	160	–	–	﹤0.01%	468
2022 Q3	$2K	Buy	160 +17	+12%	+$286	﹤0.01%	467
2022 Q2	$2K	Sell	143 -18	-11%	-$407	﹤0.01%	489
2022 Q1	$5K	Buy	161 +1	+0.6%	+$31	﹤0.01%	416
2021 Q4	$6K	Hold	160	–	–	﹤0.01%	452
2021 Q3	$9K	Hold	160	–	–	﹤0.01%	411
2021 Q2	$13K	Hold	160	–	–	0.01%	410
2021 Q1	$13K	Buy	+160	New	+$15.9K	0.01%	391

Other funds holding POTX

WFS

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

Founders Financial Alliance's POTX Position: Q1 2024 in Review

Founders Financial Alliance sold out of Global X Cannabis ETF (POTX) in Q1 2024, closing a stake of 161 shares — an estimated $940 sold.

Founders Financial Alliance first reported a position in POTX in Q1 2021 and held it in 12 quarters. The position peaked at $13K in Q2 2021. 1 fund tracked by Wall St. Rank holds POTX as of Q1 2024.

Founders Financial Alliance reported no remaining Global X Cannabis ETF position as of Q1 2024 after selling out during the quarter.
Founders Financial Alliance sold 161 Global X Cannabis ETF shares in Q1 2024, an estimated $940.
Founders Financial Alliance first reported a position in Global X Cannabis ETF in Q1 2021 and held it in 12 quarters.
Founders Financial Alliance's Global X Cannabis ETF position peaked at $13K in Q2 2021.
1 fund tracked by Wall St. Rank held Global X Cannabis ETF as of Q1 2024.

Based on Founders Financial Alliance's 13F filing for Q1 2024, filed 14 May 2024.