WP
POTX

WealthPLAN Partners’s Global X Cannabis ETF POTX Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-14
Closed -$89 – 1261
2023
Q2 		$89 Hold
14
– – ﹤0.01% 1229
2023
Q1 		$127 Buy
+14
New +$154 ﹤0.01% 1286

Other funds holding POTX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthPLAN Partners's POTX Position: Q3 2023 in Review

WealthPLAN Partners sold out of Global X Cannabis ETF (POTX) in Q3 2023, closing a stake of 14 shares — an estimated $89 sold.

WealthPLAN Partners first reported a position in POTX in Q1 2023 and held it in 2 quarters. The position peaked at $127 in Q1 2023. 29 funds tracked by Wall St. Rank hold POTX as of Q3 2023.

  • WealthPLAN Partners reported no remaining Global X Cannabis ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 14 Global X Cannabis ETF shares in Q3 2023, an estimated $89.
  • WealthPLAN Partners first reported a position in Global X Cannabis ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Global X Cannabis ETF position peaked at $127 in Q1 2023.
  • 29 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.