RTL
POTX

Red Tortoise LLC’s Global X Cannabis ETF POTX Stock Holding History

Red Tortoise LLC’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
-2
Closed -$11 – 607
2023
Q3 		$13 Hold
2
– – ﹤0.01% 546
2023
Q2 		$13 Hold
2
– – ﹤0.01% 545
2023
Q1 		$18 Hold
2
– – ﹤0.01% 556
2022
Q4 		$22 Buy
+2
New +$28 ﹤0.01% 579
2021
Q4 		– Hold
0
– – – 537
2021
Q3 		– Hold
0
– – – 545

Other funds holding POTX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Red Tortoise LLC's POTX Position: Q4 2023 in Review

Red Tortoise LLC sold out of Global X Cannabis ETF (POTX) in Q4 2023, closing a stake of 2 shares — an estimated $11 sold.

Red Tortoise LLC first reported a position in POTX in Q4 2022 and held it in 4 quarters. The position peaked at $22 in Q4 2022. 34 funds tracked by Wall St. Rank hold POTX as of Q4 2023.

  • Red Tortoise LLC reported no remaining Global X Cannabis ETF position as of Q4 2023 after selling out during the quarter.
  • Red Tortoise LLC sold 2 Global X Cannabis ETF shares in Q4 2023, an estimated $11.
  • Red Tortoise LLC first reported a position in Global X Cannabis ETF in Q4 2022 and held it in 4 quarters.
  • Red Tortoise LLC's Global X Cannabis ETF position peaked at $22 in Q4 2022.
  • 34 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q4 2023.

Based on Red Tortoise LLC's 13F filing for Q4 2023, filed 31 Jan 2024.