JWCA
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J.W. Cole Advisors’s POET Technologies POET Stock Holding History

J.W. Cole Advisors’s Portfolio POET Stock Details POET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18,410
Closed -$69.6K – 1483
2025
Q1 		$69.6K Buy
+18,410
New +$83.8K ﹤0.01% 1218

Other funds holding POET

MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $476M AUM 23.92% 1-Year Est. Return
TSWM
Tyler-Stone Wealth Management Beachwood, Ohio $621M AUM 25.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

J.W. Cole Advisors's POET Position: Q2 2025 in Review

J.W. Cole Advisors sold out of POET Technologies (POET) in Q2 2025, closing a stake of 18,410 shares — an estimated $69.6K sold.

J.W. Cole Advisors first reported a position in POET in Q1 2025 and held it in 1 quarter. The position peaked at $69.6K in Q1 2025. 49 funds tracked by Wall St. Rank hold POET as of Q2 2025.

  • J.W. Cole Advisors reported no remaining POET Technologies position as of Q2 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 18,410 POET Technologies shares in Q2 2025, an estimated $69.6K.
  • J.W. Cole Advisors first reported a position in POET Technologies in Q1 2025 and held it in 1 quarter.
  • J.W. Cole Advisors's POET Technologies position peaked at $69.6K in Q1 2025.
  • 49 funds tracked by Wall St. Rank held POET Technologies as of Q2 2025.

Based on J.W. Cole Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.