IWM
POTX

IHT Wealth Management’s Global X Cannabis ETF POTX Stock Holding History

IHT Wealth 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
2023
Q2 		– Sell
-10,849
Closed -$98.6K – 1037
2023
Q1 		$98.6K Sell
10,849
-9,507
-47% -$104K 0.01% 901
2022
Q4 		$227K Sell
20,356
-1,581
-7% -$22.4K 0.01% 775
2022
Q3 		$301K Buy
21,937
+2,287
+12% +$38.5K 0.02% 620
2022
Q2 		$314K Buy
19,650
+7,810
+66% +$176K 0.03% 517
2022
Q1 		$388K Buy
11,840
+4,228
+56% +$132K 0.03% 493
2021
Q4 		$266K Buy
+7,612
New +$360K 0.02% 657

Other funds holding POTX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IHT Wealth Management's POTX Position: Q2 2023 in Review

IHT Wealth Management sold out of Global X Cannabis ETF (POTX) in Q2 2023, closing a stake of 10,849 shares — an estimated $98.6K sold.

IHT Wealth Management first reported a position in POTX in Q4 2021 and held it in 6 quarters. The position peaked at $388K in Q1 2022. 34 funds tracked by Wall St. Rank hold POTX as of Q2 2023.

  • IHT Wealth Management reported no remaining Global X Cannabis ETF position as of Q2 2023 after selling out during the quarter.
  • IHT Wealth Management sold 10,849 Global X Cannabis ETF shares in Q2 2023, an estimated $98.6K.
  • IHT Wealth Management first reported a position in Global X Cannabis ETF in Q4 2021 and held it in 6 quarters.
  • IHT Wealth Management's Global X Cannabis ETF position peaked at $388K in Q1 2022.
  • 34 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q2 2023.

Based on IHT Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.