PI
POTX

PFG Investments’s Global X Cannabis ETF POTX Stock Holding History

PFG Investments’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
Q4 		– Sell
-56,311
Closed -$374K – 556
2023
Q3 		$374K Sell
56,311
-4
-0% -$28 0.07% 304
2023
Q2 		$359K Sell
56,315
-3,323
-6% -$26.3K 0.06% 330
2023
Q1 		$542K Buy
+59,638
New +$654K 0.11% 209

Other funds holding POTX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFG Investments's POTX Position: Q4 2023 in Review

PFG Investments sold out of Global X Cannabis ETF (POTX) in Q4 2023, closing a stake of 56,311 shares — an estimated $374K sold.

PFG Investments first reported a position in POTX in Q1 2023 and held it in 3 quarters. The position peaked at $542K in Q1 2023. 34 funds tracked by Wall St. Rank hold POTX as of Q4 2023.

  • PFG Investments reported no remaining Global X Cannabis ETF position as of Q4 2023 after selling out during the quarter.
  • PFG Investments sold 56,311 Global X Cannabis ETF shares in Q4 2023, an estimated $374K.
  • PFG Investments first reported a position in Global X Cannabis ETF in Q1 2023 and held it in 3 quarters.
  • PFG Investments's Global X Cannabis ETF position peaked at $542K in Q1 2023.
  • 34 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q4 2023.

Based on PFG Investments's 13F filing for Q4 2023, filed 17 Jan 2024.