Cambridge Investment Research Advisors
KOIN

Cambridge Investment Research Advisors’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		– Sell
-5,756
Closed -$248K – 3343
2021
Q4 		$248K Buy
5,756
+112
+2% +$4.94K ﹤0.01% 2702
2021
Q3 		$237K Sell
5,644
-100
-2% -$4.33K ﹤0.01% 2664
2021
Q2 		$247K Buy
+5,744
New +$238K ﹤0.01% 2623

Other funds holding KOIN

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WA
Wealth Advisors Rancho Santa Fe, California $223M AUM 32.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors's KOIN Position: Q1 2022 in Review

Cambridge Investment Research Advisors sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q1 2022, closing a stake of 5,756 shares — an estimated $248K sold.

Cambridge Investment Research Advisors first reported a position in KOIN in Q2 2021 and held it in 3 quarters. The position peaked at $248K in Q4 2021. 25 funds tracked by Wall St. Rank hold KOIN as of Q1 2022.

  • Cambridge Investment Research Advisors reported no remaining Capital Link Global Fintech Leaders ETF position as of Q1 2022 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 5,756 Capital Link Global Fintech Leaders ETF shares in Q1 2022, an estimated $248K.
  • Cambridge Investment Research Advisors first reported a position in Capital Link Global Fintech Leaders ETF in Q2 2021 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Capital Link Global Fintech Leaders ETF position peaked at $248K in Q4 2021.
  • 25 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q1 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2022, filed 12 May 2022.