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

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PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
OMC
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Jane Street
Jane Street New York $93.1B AUM 61.18% 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 $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return