TAM
POTX

Tocqueville Asset Management’s Global X Cannabis ETF POTX Stock Holding History

Tocqueville Asset Management’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 		– Sell
-2,592
Closed -$85K – 724
2022
Q1 		$85K Hold
2,592
– – ﹤0.01% 697
2021
Q4 		$90K Buy
2,592
+292
+13% +$13.8K ﹤0.01% 730
2021
Q3 		$123K Sell
2,300
-567
-20% -$36.8K ﹤0.01% 712
2021
Q2 		$237K Buy
+2,867
New +$246K ﹤0.01% 686

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 $377B AUM 19.32% 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

Tocqueville Asset Management's POTX Position: Q2 2022 in Review

Tocqueville Asset Management sold out of Global X Cannabis ETF (POTX) in Q2 2022, closing a stake of 2,592 shares — an estimated $85K sold.

Tocqueville Asset Management first reported a position in POTX in Q2 2021 and held it in 4 quarters. The position peaked at $237K in Q2 2021. 39 funds tracked by Wall St. Rank hold POTX as of Q2 2022.

  • Tocqueville Asset Management reported no remaining Global X Cannabis ETF position as of Q2 2022 after selling out during the quarter.
  • Tocqueville Asset Management sold 2,592 Global X Cannabis ETF shares in Q2 2022, an estimated $85K.
  • Tocqueville Asset Management first reported a position in Global X Cannabis ETF in Q2 2021 and held it in 4 quarters.
  • Tocqueville Asset Management's Global X Cannabis ETF position peaked at $237K in Q2 2021.
  • 39 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q2 2022.

Based on Tocqueville Asset Management's 13F filing for Q2 2022, filed 12 Aug 2022.