VFA
POTX

Valeo Financial Advisors’s Global X Cannabis ETF POTX Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-417
Closed -$40K – 2048
2021
Q1 		$40K Buy
+417
New +$41.4K ﹤0.01% 959

Other funds holding POTX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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 $57.3B AUM 18.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Valeo Financial Advisors's POTX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Global X Cannabis ETF (POTX) in Q2 2021, closing a stake of 417 shares — an estimated $40K sold.

Valeo Financial Advisors first reported a position in POTX in Q1 2021 and held it in 1 quarter. The position peaked at $40K in Q1 2021. 58 funds tracked by Wall St. Rank hold POTX as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Global X Cannabis ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 417 Global X Cannabis ETF shares in Q2 2021, an estimated $40K.
  • Valeo Financial Advisors first reported a position in Global X Cannabis ETF in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's Global X Cannabis ETF position peaked at $40K in Q1 2021.
  • 58 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.