AWM
KOIN

Abound Wealth Management’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Abound Wealth Management’s Portfolio KOIN Stock Details KOIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-25
Closed -$762 – 1415
2023
Q4 		$762 Buy
+25
New +$735 ﹤0.01% 825

Other funds holding KOIN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Abound Wealth Management's KOIN Position: Q1 2024 in Review

Abound Wealth Management sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q1 2024, closing a stake of 25 shares — an estimated $762 sold.

Abound Wealth Management first reported a position in KOIN in Q4 2023 and held it in 1 quarter. The position peaked at $762 in Q4 2023. 15 funds tracked by Wall St. Rank hold KOIN as of Q1 2024.

  • Abound Wealth Management reported no remaining Capital Link Global Fintech Leaders ETF position as of Q1 2024 after selling out during the quarter.
  • Abound Wealth Management sold 25 Capital Link Global Fintech Leaders ETF shares in Q1 2024, an estimated $762.
  • Abound Wealth Management first reported a position in Capital Link Global Fintech Leaders ETF in Q4 2023 and held it in 1 quarter.
  • Abound Wealth Management's Capital Link Global Fintech Leaders ETF position peaked at $762 in Q4 2023.
  • 15 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q1 2024.

Based on Abound Wealth Management's 13F filing for Q1 2024, filed 8 Aug 2024.