PFA
POTX

Pathway Financial Advisers’s Global X Cannabis ETF POTX Stock Holding History

Pathway Financial Advisers’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
2023
Q1 		– Sell
-18
Closed -$204 – 570
2022
Q4 		$204 Buy
+18
New +$255 ﹤0.01% 554

Other funds holding POTX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pathway Financial Advisers's POTX Position: Q1 2023 in Review

Pathway Financial Advisers sold out of Global X Cannabis ETF (POTX) in Q1 2023, closing a stake of 18 shares — an estimated $204 sold.

Pathway Financial Advisers first reported a position in POTX in Q4 2022 and held it in 1 quarter. The position peaked at $204 in Q4 2022. 36 funds tracked by Wall St. Rank hold POTX as of Q1 2023.

  • Pathway Financial Advisers reported no remaining Global X Cannabis ETF position as of Q1 2023 after selling out during the quarter.
  • Pathway Financial Advisers sold 18 Global X Cannabis ETF shares in Q1 2023, an estimated $204.
  • Pathway Financial Advisers first reported a position in Global X Cannabis ETF in Q4 2022 and held it in 1 quarter.
  • Pathway Financial Advisers's Global X Cannabis ETF position peaked at $204 in Q4 2022.
  • 36 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.