PAG
POTX

Private Advisor Group’s Global X Cannabis ETF POTX Stock Holding History

Private Advisor 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
Q1 		– Sell
-1,963
Closed -$69K – 2327
2021
Q4 		$69K Buy
+1,963
New +$92.9K ﹤0.01% 2061
2021
Q2 		– Sell
-2,205
Closed -$212K – 2064
2021
Q1 		$212K Buy
2,205
+38
+2% +$3.77K ﹤0.01% 1711
2020
Q4 		$129K Buy
+2,167
New +$125K ﹤0.01% 1677

Other funds holding POTX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Private Advisor Group's POTX Position: Q1 2022 in Review

Private Advisor Group sold out of Global X Cannabis ETF (POTX) in Q1 2022, closing a stake of 1,963 shares — an estimated $69K sold.

Private Advisor Group first reported a position in POTX in Q4 2020 and held it in 3 quarters. The position peaked at $212K in Q1 2021. 52 funds tracked by Wall St. Rank hold POTX as of Q1 2022.

  • Private Advisor Group reported no remaining Global X Cannabis ETF position as of Q1 2022 after selling out during the quarter.
  • Private Advisor Group sold 1,963 Global X Cannabis ETF shares in Q1 2022, an estimated $69K.
  • Private Advisor Group first reported a position in Global X Cannabis ETF in Q4 2020 and held it in 3 quarters.
  • Private Advisor Group's Global X Cannabis ETF position peaked at $212K in Q1 2021.
  • 52 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q1 2022.

Based on Private Advisor Group's 13F filing for Q1 2022, filed 10 May 2022.