WAS
POTX

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

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PI
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OMC
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Jane Street
Jane Street New York $777B 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 $377B AUM 19.32% 1-Year Est. Return