TAP Consulting’s Global X Cannabis ETF POTX Stock Holding History

TAP Consulting’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	-394	Closed	-$14K	–	579
2021 Q4	$14K	Buy	+394	New	+$18.6K	﹤0.01%	391

Other funds holding POTX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

TAP Consulting's POTX Position: Q1 2022 in Review

TAP Consulting sold out of Global X Cannabis ETF (POTX) in Q1 2022, closing a stake of 394 shares — an estimated $14K sold.

TAP Consulting first reported a position in POTX in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 52 funds tracked by Wall St. Rank hold POTX as of Q1 2022.

TAP Consulting reported no remaining Global X Cannabis ETF position as of Q1 2022 after selling out during the quarter.
TAP Consulting sold 394 Global X Cannabis ETF shares in Q1 2022, an estimated $14K.
TAP Consulting first reported a position in Global X Cannabis ETF in Q4 2021 and held it in 1 quarter.
TAP Consulting's Global X Cannabis ETF position peaked at $14K in Q4 2021.
52 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q1 2022.

Based on TAP Consulting's 13F filing for Q1 2022, filed 26 Apr 2022.