SFS
POTX

Sowell Financial Services’s Global X Cannabis ETF POTX Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-46
Closed -$4K – 3089
2021
Q1 		$4K Buy
46
+39
+557% +$3.87K ﹤0.01% 2700
2020
Q4 		$0 Buy
+7
New +$404 ﹤0.01% 2920

Other funds holding POTX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LWPC
Legacy Wealth Partners (California) Calabasas, California $180M AUM 48.85% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sowell Financial Services's POTX Position: Q2 2021 in Review

Sowell Financial Services sold out of Global X Cannabis ETF (POTX) in Q2 2021, closing a stake of 46 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in POTX in Q4 2020 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 58 funds tracked by Wall St. Rank hold POTX as of Q2 2021.

  • Sowell Financial Services reported no remaining Global X Cannabis ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 46 Global X Cannabis ETF shares in Q2 2021, an estimated $4K.
  • Sowell Financial Services first reported a position in Global X Cannabis ETF in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's Global X Cannabis ETF position peaked at $4K in Q1 2021.
  • 58 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.