WP
TOKE

WealthPLAN Partners’s Cambria Cannabis ETF TOKE Stock Holding History

WealthPLAN Partners’s Portfolio TOKE Stock Details TOKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,033
Closed -$11.7K – 1086
2023
Q2 		$11.7K Hold
2,033
– – ﹤0.01% 766
2023
Q1 		$12.7K Buy
+2,033
New +$13.7K ﹤0.01% 807

Other funds holding TOKE

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
MIA
Milestone Investment Advisors Middleton, Wisconsin $463M AUM 17.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthPLAN Partners's TOKE Position: Q3 2023 in Review

WealthPLAN Partners sold out of Cambria Cannabis ETF (TOKE) in Q3 2023, closing a stake of 2,033 shares — an estimated $11.7K sold.

WealthPLAN Partners first reported a position in TOKE in Q1 2023 and held it in 2 quarters. The position peaked at $12.7K in Q1 2023. 19 funds tracked by Wall St. Rank hold TOKE as of Q3 2023.

  • WealthPLAN Partners reported no remaining Cambria Cannabis ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 2,033 Cambria Cannabis ETF shares in Q3 2023, an estimated $11.7K.
  • WealthPLAN Partners first reported a position in Cambria Cannabis ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Cambria Cannabis ETF position peaked at $12.7K in Q1 2023.
  • 19 funds tracked by Wall St. Rank held Cambria Cannabis ETF as of Q3 2023.

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