Winch Advisory Services’s Global X Cannabis ETF POTX Stock Holding History

Winch Advisory Services’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	-266	Closed	-$2K	–	466
2023 Q2	$2K	Hold	266	–	–	﹤0.01%	376
2023 Q1	$2K	Buy	266 +2	+0.8%	+$22	﹤0.01%	372
2022 Q4	$3K	Hold	264	–	–	﹤0.01%	325
2022 Q3	$4K	Buy	264 +5	+2%	+$84	﹤0.01%	291
2022 Q2	$4K	Sell	259 -1	-0.4%	-$23	﹤0.01%	311
2022 Q1	$9K	Buy	260 +7	+3%	+$219	﹤0.01%	272
2021 Q4	$9K	Hold	253	–	–	﹤0.01%	282
2021 Q3	$14K	Buy	253 +2	+0.8%	+$130	﹤0.01%	248
2021 Q2	$21K	Buy	+251	New	+$21.6K	0.01%	193

Other funds holding POTX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Winch Advisory Services's POTX Position: Q3 2023 in Review

Winch Advisory Services sold out of Global X Cannabis ETF (POTX) in Q3 2023, closing a stake of 266 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in POTX in Q2 2021 and held it in 9 quarters. The position peaked at $21K in Q2 2021. 29 funds tracked by Wall St. Rank hold POTX as of Q3 2023.

Winch Advisory Services reported no remaining Global X Cannabis ETF position as of Q3 2023 after selling out during the quarter.
Winch Advisory Services sold 266 Global X Cannabis ETF shares in Q3 2023, an estimated $2K.
Winch Advisory Services first reported a position in Global X Cannabis ETF in Q2 2021 and held it in 9 quarters.
Winch Advisory Services's Global X Cannabis ETF position peaked at $21K in Q2 2021.
29 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q3 2023.

Based on Winch Advisory Services's 13F filing for Q3 2023, filed 6 Nov 2023.