Wells Fargo
POTX

Wells Fargo’s Global X Cannabis ETF POTX Stock Holding History

Wells Fargo’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
2022
Q3 		– Sell
-166
Closed -$3K – 7938
2022
Q2 		$3K Sell
166
-1
-0.6% -$23 ﹤0.01% 6271
2022
Q1 		$5K Sell
167
-250
-60% -$7.81K ﹤0.01% 6499
2021
Q4 		$15K Buy
417
+250
+150% +$11.8K ﹤0.01% 6429
2021
Q3 		$9K Hold
167
– – ﹤0.01% 6258
2021
Q2 		$14K Buy
+167
New +$14.3K ﹤0.01% 6048

Other funds holding POTX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Wells Fargo's POTX Position: Q3 2022 in Review

Wells Fargo sold out of Global X Cannabis ETF (POTX) in Q3 2022, closing a stake of 166 shares — an estimated $3K sold.

Wells Fargo first reported a position in POTX in Q2 2021 and held it in 5 quarters. The position peaked at $15K in Q4 2021. 36 funds tracked by Wall St. Rank hold POTX as of Q3 2022.

  • Wells Fargo reported no remaining Global X Cannabis ETF position as of Q3 2022 after selling out during the quarter.
  • Wells Fargo sold 166 Global X Cannabis ETF shares in Q3 2022, an estimated $3K.
  • Wells Fargo first reported a position in Global X Cannabis ETF in Q2 2021 and held it in 5 quarters.
  • Wells Fargo's Global X Cannabis ETF position peaked at $15K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q3 2022.

Based on Wells Fargo's 13F filing for Q3 2022, filed 14 Nov 2022.