AAS
KOIN

Ameritas Advisory Services’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Ameritas Advisory Services’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
-20
Closed -$559 – 2658
2023
Q1 		$559 Buy
+20
New +$576 ﹤0.01% 2636

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VWM
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TFGT
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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 $33.7B AUM 35.49% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Ameritas Advisory Services's KOIN Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q2 2023, closing a stake of 20 shares — an estimated $559 sold.

Ameritas Advisory Services first reported a position in KOIN in Q1 2023 and held it in 1 quarter. The position peaked at $559 in Q1 2023. 17 funds tracked by Wall St. Rank hold KOIN as of Q2 2023.

  • Ameritas Advisory Services reported no remaining Capital Link Global Fintech Leaders ETF position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 20 Capital Link Global Fintech Leaders ETF shares in Q2 2023, an estimated $559.
  • Ameritas Advisory Services first reported a position in Capital Link Global Fintech Leaders ETF in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's Capital Link Global Fintech Leaders ETF position peaked at $559 in Q1 2023.
  • 17 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.