Legacy Wealth Partners (California)’s Global X Cannabis ETF POTX Stock Holding History

Legacy Wealth Partners (California)’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
2021 Q2	$586K	Sell	7,087 -1,510	-18%	-$130K	0.33%	65
2021 Q1	$828K	Buy	8,597 +1,714	+25%	+$170K	0.48%	49
2020 Q4	$409K	Buy	+6,883	New	+$397K	0.26%	69
2020 Q3	–	Sell	-2,019	Closed	-$123K	–	111
2020 Q2	$123K	Buy	+2,019	New	+$126K	0.09%	96

Other funds holding POTX

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

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

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Legacy Wealth Partners (California)'s POTX Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its Global X Cannabis ETF (POTX) stake by 18% in Q2 2021, selling an estimated $130K and leaving 7,087 shares worth $586K. The position accounts for 0.33% of the portfolio, ranked #65.

Legacy Wealth Partners (California) first reported a position in POTX in Q2 2020 and has held it in 4 quarters since. The position peaked at $828K in Q1 2021. 58 funds tracked by Wall St. Rank hold POTX as of Q2 2021.

Legacy Wealth Partners (California) held 7,087 shares of Global X Cannabis ETF worth $586K as of Q2 2021.
Legacy Wealth Partners (California) sold 1,510 Global X Cannabis ETF shares in Q2 2021, an estimated $130K.
Global X Cannabis ETF made up 0.33% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #65 holding.
Legacy Wealth Partners (California) first reported a position in Global X Cannabis ETF in Q2 2020 and has held it in 4 quarters since.
Legacy Wealth Partners (California)'s Global X Cannabis ETF position peaked at $828K in Q1 2021.
58 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.