TFS
POTX

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

TrustCore 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
2022
Q4 		$701 Hold
63
– – ﹤0.01% 956
2022
Q3 		$1K Hold
63
– – ﹤0.01% 1040
2022
Q2 		$1K Hold
63
– – ﹤0.01% 1021
2022
Q1 		$2K Buy
+63
New +$1.97K ﹤0.01% 971
2021
Q4 		– Sell
-63
Closed -$3K – 1090
2021
Q3 		$3K Hold
63
– – ﹤0.01% 938
2021
Q2 		$5K Hold
63
– – ﹤0.01% 860
2021
Q1 		$6K Buy
+63
New +$6.25K ﹤0.01% 778

Other funds holding POTX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TrustCore Financial Services's POTX Position: Q4 2022 in Review

TrustCore Financial Services held its Global X Cannabis ETF (POTX) position steady in Q4 2022 at 63 shares worth $701. The position accounts for ﹤0.01% of the portfolio, ranked #956.

TrustCore Financial Services first reported a position in POTX in Q1 2021 and has held it in 7 quarters since. The position peaked at $6K in Q1 2021. 41 funds tracked by Wall St. Rank hold POTX as of Q4 2022.

  • TrustCore Financial Services held 63 shares of Global X Cannabis ETF worth $701 as of Q4 2022.
  • TrustCore Financial Services left its Global X Cannabis ETF share count unchanged in Q4 2022.
  • Global X Cannabis ETF made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #956 holding.
  • TrustCore Financial Services first reported a position in Global X Cannabis ETF in Q1 2021 and has held it in 7 quarters since.
  • TrustCore Financial Services's Global X Cannabis ETF position peaked at $6K in Q1 2021.
  • 41 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.