WAP
POTX

Wealthcare Advisory Partners’s Global X Cannabis ETF POTX Stock Holding History

Wealthcare Advisory Partners’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
-360
Closed -$35K – 2056
2021
Q1 		$35K Buy
+360
New +$35.7K ﹤0.01% 1007

Other funds holding POTX

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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

Wealthcare Advisory Partners's POTX Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Global X Cannabis ETF (POTX) in Q2 2021, closing a stake of 360 shares — an estimated $35K sold.

Wealthcare Advisory Partners first reported a position in POTX in Q1 2021 and held it in 1 quarter. The position peaked at $35K in Q1 2021. 58 funds tracked by Wall St. Rank hold POTX as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Global X Cannabis ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 360 Global X Cannabis ETF shares in Q2 2021, an estimated $35K.
  • Wealthcare Advisory Partners first reported a position in Global X Cannabis ETF in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Global X Cannabis ETF position peaked at $35K in Q1 2021.
  • 58 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.