WLPWM
POTX

Walled Lake Planning & Wealth Management’s Global X Cannabis ETF POTX Stock Holding History

Walled Lake Planning & Wealth 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
2020
Q2 		– Sell
-667
Closed -$36K – 379
2020
Q1 		$36K Hold
667
– – 0.03% 118
2019
Q4 		$60K Buy
+667
New +$67.6K 0.04% 107

Other funds holding POTX

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LWPC
Legacy Wealth Partners (California) Calabasas, California $180M AUM 48.85% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Walled Lake Planning & Wealth Management's POTX Position: Q2 2020 in Review

Walled Lake Planning & Wealth Management sold out of Global X Cannabis ETF (POTX) in Q2 2020, closing a stake of 667 shares — an estimated $36K sold.

Walled Lake Planning & Wealth Management first reported a position in POTX in Q4 2019 and held it in 2 quarters. The position peaked at $60K in Q4 2019. 14 funds tracked by Wall St. Rank hold POTX as of Q2 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Global X Cannabis ETF position as of Q2 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 667 Global X Cannabis ETF shares in Q2 2020, an estimated $36K.
  • Walled Lake Planning & Wealth Management first reported a position in Global X Cannabis ETF in Q4 2019 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's Global X Cannabis ETF position peaked at $60K in Q4 2019.
  • 14 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q2 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2020, filed 18 Aug 2020.