IFP Advisors’s Global X Cannabis ETF POTX Stock Holding History

IFP Advisors’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
2023 Q1	–	Sell	-250	Closed	-$4K	–	4673
2022 Q4	$4K	Sell	250 -1,900	-88%	-$26.9K	﹤0.01%	3964
2022 Q3	$49K	Hold	2,150	–	–	﹤0.01%	2389
2022 Q2	$49K	Buy	2,150 +1,792	+501%	+$40.5K	﹤0.01%	2192
2022 Q1	$49K	Buy	+358	New	+$11.2K	﹤0.01%	2192
2020 Q3	–	Sell	-2	Closed	-$114	–	3064
2020 Q2	$0	Buy	+2	New	+$125	﹤0.01%	3029

Other funds holding POTX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors's POTX Position: Q1 2023 in Review

IFP Advisors sold out of Global X Cannabis ETF (POTX) in Q1 2023, closing a stake of 250 shares — an estimated $4K sold.

IFP Advisors first reported a position in POTX in Q2 2020 and held it in 5 quarters. The position peaked at $49K in Q3 2022. 36 funds tracked by Wall St. Rank hold POTX as of Q1 2023.

IFP Advisors reported no remaining Global X Cannabis ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 250 Global X Cannabis ETF shares in Q1 2023, an estimated $4K.
IFP Advisors first reported a position in Global X Cannabis ETF in Q2 2020 and held it in 5 quarters.
IFP Advisors's Global X Cannabis ETF position peaked at $49K in Q3 2022.
36 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.