VWA
POTX

V Wealth Advisors’s Global X Cannabis ETF POTX Stock Holding History

V Wealth Advisors’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
-7,848
Closed -$257K – 481
2022
Q1 		$257K Buy
7,848
+390
+5% +$12.2K 0.04% 375
2021
Q4 		$260K Buy
+7,458
New +$353K 0.04% 382

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 $71.6B AUM 21.08% 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

V Wealth Advisors's POTX Position: Q2 2022 in Review

V Wealth Advisors sold out of Global X Cannabis ETF (POTX) in Q2 2022, closing a stake of 7,848 shares — an estimated $257K sold.

V Wealth Advisors first reported a position in POTX in Q4 2021 and held it in 2 quarters. The position peaked at $260K in Q4 2021. 39 funds tracked by Wall St. Rank hold POTX as of Q2 2022.

  • V Wealth Advisors reported no remaining Global X Cannabis ETF position as of Q2 2022 after selling out during the quarter.
  • V Wealth Advisors sold 7,848 Global X Cannabis ETF shares in Q2 2022, an estimated $257K.
  • V Wealth Advisors first reported a position in Global X Cannabis ETF in Q4 2021 and held it in 2 quarters.
  • V Wealth Advisors's Global X Cannabis ETF position peaked at $260K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q2 2022.

Based on V Wealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.