AF
KOIN

Allworth Financial’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Allworth Financial’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
2023
Q2 		– Sell
-300
Closed -$8.6K – 3414
2023
Q1 		$8.6K Buy
+300
New +$8.63K ﹤0.01% 1846

Other funds holding KOIN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Allworth Financial's KOIN Position: Q2 2023 in Review

Allworth Financial sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q2 2023, closing a stake of 300 shares — an estimated $8.6K sold.

Allworth Financial first reported a position in KOIN in Q1 2023 and held it in 1 quarter. The position peaked at $8.6K in Q1 2023. 17 funds tracked by Wall St. Rank hold KOIN as of Q2 2023.

  • Allworth Financial reported no remaining Capital Link Global Fintech Leaders ETF position as of Q2 2023 after selling out during the quarter.
  • Allworth Financial sold 300 Capital Link Global Fintech Leaders ETF shares in Q2 2023, an estimated $8.6K.
  • Allworth Financial first reported a position in Capital Link Global Fintech Leaders ETF in Q1 2023 and held it in 1 quarter.
  • Allworth Financial's Capital Link Global Fintech Leaders ETF position peaked at $8.6K in Q1 2023.
  • 17 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q2 2023.

Based on Allworth Financial's 13F filing for Q2 2023, filed 18 Jul 2023.