NewEdge Advisors’s Global X Cannabis ETF POTX Stock Holding History

NewEdge Advisors’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	-2,749	Closed	-$16.1K	–	4010
2023 Q4	$16.1K	Hold	2,749	–	–	﹤0.01%	2666
2023 Q3	$18.3K	Buy	2,749 +1	+0%	+$7	﹤0.01%	2402
2023 Q2	$17.5K	Hold	2,748	–	–	﹤0.01%	2414
2023 Q1	$25K	Buy	2,748 +16	+0.6%	+$175	﹤0.01%	2256
2022 Q4	$30	Buy	+2,732	New	+$38.7K	﹤0.01%	3545
2022 Q2	–	Sell	-2,235	Closed	-$73K	–	1640
2022 Q1	$73K	Buy	2,235 +218	+11%	+$6.81K	﹤0.01%	1098
2021 Q4	$70K	Buy	2,017 +166	+9%	+$7.86K	﹤0.01%	1604
2021 Q3	$99K	Buy	+1,851	New	+$120K	﹤0.01%	1093

Other funds holding POTX

WFS

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

NewEdge Advisors's POTX Position: Q1 2024 in Review

NewEdge Advisors sold out of Global X Cannabis ETF (POTX) in Q1 2024, closing a stake of 2,749 shares — an estimated $16.1K sold.

NewEdge Advisors first reported a position in POTX in Q3 2021 and held it in 8 quarters. The position peaked at $99K in Q3 2021. 1 fund tracked by Wall St. Rank holds POTX as of Q1 2024.

NewEdge Advisors reported no remaining Global X Cannabis ETF position as of Q1 2024 after selling out during the quarter.
NewEdge Advisors sold 2,749 Global X Cannabis ETF shares in Q1 2024, an estimated $16.1K.
NewEdge Advisors first reported a position in Global X Cannabis ETF in Q3 2021 and held it in 8 quarters.
NewEdge Advisors's Global X Cannabis ETF position peaked at $99K in Q3 2021.
1 fund tracked by Wall St. Rank held Global X Cannabis ETF as of Q1 2024.

Based on NewEdge Advisors's 13F filing for Q1 2024, filed 14 May 2024.