PWM
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Prosperity Wealth Management’s POET Technologies POET Stock Holding History

Prosperity Wealth Management’s Portfolio POET Stock Details POET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-36,375
Closed -$137K – 266
2025
Q1 		$137K Buy
+36,375
New +$166K 0.06% 205

Other funds holding POET

MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $476M AUM 23.92% 1-Year Est. Return
TSWM
Tyler-Stone Wealth Management Beachwood, Ohio $621M AUM 25.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prosperity Wealth Management's POET Position: Q2 2025 in Review

Prosperity Wealth Management sold out of POET Technologies (POET) in Q2 2025, closing a stake of 36,375 shares — an estimated $137K sold.

Prosperity Wealth Management first reported a position in POET in Q1 2025 and held it in 1 quarter. The position peaked at $137K in Q1 2025. 49 funds tracked by Wall St. Rank hold POET as of Q2 2025.

  • Prosperity Wealth Management reported no remaining POET Technologies position as of Q2 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 36,375 POET Technologies shares in Q2 2025, an estimated $137K.
  • Prosperity Wealth Management first reported a position in POET Technologies in Q1 2025 and held it in 1 quarter.
  • Prosperity Wealth Management's POET Technologies position peaked at $137K in Q1 2025.
  • 49 funds tracked by Wall St. Rank held POET Technologies as of Q2 2025.

Based on Prosperity Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.