CAPTRUST Financial Advisors
KOIN

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

CAPTRUST Financial 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
Q2 		– Sell
-923
Closed -$37K – 5199
2022
Q1 		$37K Buy
+923
New +$37.6K ﹤0.01% 3004

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Royal Bank of Canada
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Osaic Holdings
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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

CAPTRUST Financial Advisors's KOIN Position: Q2 2022 in Review

CAPTRUST Financial Advisors sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q2 2022, closing a stake of 923 shares — an estimated $37K sold.

CAPTRUST Financial Advisors first reported a position in KOIN in Q1 2022 and held it in 1 quarter. The position peaked at $37K in Q1 2022. 25 funds tracked by Wall St. Rank hold KOIN as of Q2 2022.

  • CAPTRUST Financial Advisors reported no remaining Capital Link Global Fintech Leaders ETF position as of Q2 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 923 Capital Link Global Fintech Leaders ETF shares in Q2 2022, an estimated $37K.
  • CAPTRUST Financial Advisors first reported a position in Capital Link Global Fintech Leaders ETF in Q1 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Capital Link Global Fintech Leaders ETF position peaked at $37K in Q1 2022.
  • 25 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q2 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.