AIP
KOIN

Ahrens Investment Partners’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Ahrens Investment Partners’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
2022
Q3 		– Sell
-340
Closed -$11K – 970
2022
Q2 		$11K Sell
340
-450
-57% -$16.1K ﹤0.01% 635
2022
Q1 		$32K Sell
790
-850
-52% -$34.6K 0.01% 502
2021
Q4 		$71K Buy
+1,640
New +$72.4K 0.03% 347
2021
Q1 		– Sell
-7,890
Closed -$296K – 236
2020
Q4 		$296K Buy
+7,890
New +$278K 0.16% 129

Other funds holding KOIN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ahrens Investment Partners's KOIN Position: Q3 2022 in Review

Ahrens Investment Partners sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q3 2022, closing a stake of 340 shares — an estimated $11K sold.

Ahrens Investment Partners first reported a position in KOIN in Q4 2020 and held it in 4 quarters. The position peaked at $296K in Q4 2020. 22 funds tracked by Wall St. Rank hold KOIN as of Q3 2022.

  • Ahrens Investment Partners reported no remaining Capital Link Global Fintech Leaders ETF position as of Q3 2022 after selling out during the quarter.
  • Ahrens Investment Partners sold 340 Capital Link Global Fintech Leaders ETF shares in Q3 2022, an estimated $11K.
  • Ahrens Investment Partners first reported a position in Capital Link Global Fintech Leaders ETF in Q4 2020 and held it in 4 quarters.
  • Ahrens Investment Partners's Capital Link Global Fintech Leaders ETF position peaked at $296K in Q4 2020.
  • 22 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q3 2022.

Based on Ahrens Investment Partners's 13F filing for Q3 2022, filed 8 Nov 2022.