LWMG
POTX

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

Levy Wealth Management Group’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
2022
Q2 		– Sell
-2,392
Closed -$78K – 81
2022
Q1 		$78K Buy
+2,392
New +$74.7K 0.03% 74

Other funds holding POTX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Levy Wealth Management Group's POTX Position: Q2 2022 in Review

Levy Wealth Management Group sold out of Global X Cannabis ETF (POTX) in Q2 2022, closing a stake of 2,392 shares — an estimated $78K sold.

Levy Wealth Management Group first reported a position in POTX in Q1 2022 and held it in 1 quarter. The position peaked at $78K in Q1 2022. 39 funds tracked by Wall St. Rank hold POTX as of Q2 2022.

  • Levy Wealth Management Group reported no remaining Global X Cannabis ETF position as of Q2 2022 after selling out during the quarter.
  • Levy Wealth Management Group sold 2,392 Global X Cannabis ETF shares in Q2 2022, an estimated $78K.
  • Levy Wealth Management Group first reported a position in Global X Cannabis ETF in Q1 2022 and held it in 1 quarter.
  • Levy Wealth Management Group's Global X Cannabis ETF position peaked at $78K in Q1 2022.
  • 39 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q2 2022.

Based on Levy Wealth Management Group's 13F filing for Q2 2022, filed 27 Jul 2022.