LWM
THCX

Lenox Wealth Management’s AXS Cannabis ETF THCX Stock Holding History

Lenox Wealth Management’s Portfolio THCX Stock Details THCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$3K Hold
38
– – ﹤0.01% 608
2020
Q1 		$3K Hold
38
– – ﹤0.01% 574
2019
Q4 		$5K Buy
+38
New +$5.41K ﹤0.01% 549

Other funds holding THCX

CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
HI
Hoey Investments Coatesville, Pennsylvania $693M AUM 34.99% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Lenox Wealth Management's THCX Position: Q2 2020 in Review

Lenox Wealth Management held its AXS Cannabis ETF (THCX) position steady in Q2 2020 at 38 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Lenox Wealth Management first reported a position in THCX in Q4 2019 and has held it in 3 quarters since. The position peaked at $5K in Q4 2019. 18 funds tracked by Wall St. Rank hold THCX as of Q2 2020.

  • Lenox Wealth Management held 38 shares of AXS Cannabis ETF worth $3K as of Q2 2020.
  • Lenox Wealth Management left its AXS Cannabis ETF share count unchanged in Q2 2020.
  • AXS Cannabis ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #608 holding.
  • Lenox Wealth Management first reported a position in AXS Cannabis ETF in Q4 2019 and has held it in 3 quarters since.
  • Lenox Wealth Management's AXS Cannabis ETF position peaked at $5K in Q4 2019.
  • 18 funds tracked by Wall St. Rank held AXS Cannabis ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.