RBC
POTX

Roble Belko & Company’s Global X Cannabis ETF POTX Stock Holding History

Roble Belko & Company’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
Q2 		– Hold
0
– – – 396
2022
Q1 		– Hold
0
– – – 408
2021
Q4 		– Hold
0
– – – 377
2021
Q3 		– Hold
0
– – – 361
2021
Q2 		– Hold
0
– – – 352
2021
Q1 		– Hold
0
– – – 354
2020
Q4 		– Hold
0
– – – 340
2020
Q3 		– Hold
0
– – – 353

Other funds holding POTX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return