LPL Financial
POTX

LPL Financial’s Global X Cannabis ETF POTX Stock Holding History

LPL Financial’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
2024
Q1 		– Sell
-11,063
Closed -$64.6K – 5085
2023
Q4 		$64.6K Buy
11,063
+377
+4% +$2.15K ﹤0.01% 4620
2023
Q3 		$71.1K Buy
10,686
+296
+3% +$2.06K ﹤0.01% 4470
2023
Q2 		$66.3K Sell
10,390
-18,470
-64% -$146K ﹤0.01% 4395
2023
Q1 		$262K Sell
28,860
-3,249
-10% -$35.6K ﹤0.01% 3843
2022
Q4 		$357K Buy
32,109
+3,281
+11% +$46.5K ﹤0.01% 3531
2022
Q3 		$395K Buy
28,828
+7,834
+37% +$132K ﹤0.01% 3359
2022
Q2 		$336K Sell
20,994
-22,697
-52% -$513K ﹤0.01% 3545
2022
Q1 		$1.43M Buy
43,691
+25,735
+143% +$804K ﹤0.01% 2324
2021
Q4 		$627K Buy
17,956
+1,088
+6% +$51.5K ﹤0.01% 3079
2021
Q3 		$905K Sell
16,868
-16,047
-49% -$1.04M ﹤0.01% 2694
2021
Q2 		$2.72M Buy
32,915
+16,656
+102% +$1.43M ﹤0.01% 1749
2021
Q1 		$1.57M Buy
16,259
+12,828
+374% +$1.27M ﹤0.01% 2025
2020
Q4 		$204K Buy
+3,431
New +$198K ﹤0.01% 3510

Other funds holding POTX

WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

LPL Financial's POTX Position: Q1 2024 in Review

LPL Financial sold out of Global X Cannabis ETF (POTX) in Q1 2024, closing a stake of 11,063 shares — an estimated $64.6K sold.

LPL Financial first reported a position in POTX in Q4 2020 and held it in 13 quarters. The position peaked at $2.72M in Q2 2021. 1 fund tracked by Wall St. Rank holds POTX as of Q1 2024.

  • LPL Financial reported no remaining Global X Cannabis ETF position as of Q1 2024 after selling out during the quarter.
  • LPL Financial sold 11,063 Global X Cannabis ETF shares in Q1 2024, an estimated $64.6K.
  • LPL Financial first reported a position in Global X Cannabis ETF in Q4 2020 and held it in 13 quarters.
  • LPL Financial's Global X Cannabis ETF position peaked at $2.72M in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Global X Cannabis ETF as of Q1 2024.

Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.