Certified Advisory Corp’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-97	Closed	-$4K	–	772
2021 Q1	$4K	Buy	+97	New	+$3.83K	﹤0.01%	701
2020 Q2	$3K	Sell	97 -190	-66%	-$5.24K	﹤0.01%	687
2020 Q1	$7K	Buy	287 +2	+0.7%	+$55	﹤0.01%	592
2019 Q4	$8K	Hold	285	–	–	﹤0.01%	620
2019 Q3	$8K	Buy	285 +190	+200%	+$5.14K	﹤0.01%	631
2019 Q2	$3K	Buy	+95	New	+$2.51K	﹤0.01%	734

Other funds holding KOIN

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

TFGT

TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Certified Advisory Corp's KOIN Position: Q2 2021 in Review

Certified Advisory Corp sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q2 2021, closing a stake of 97 shares — an estimated $4K sold.

Certified Advisory Corp first reported a position in KOIN in Q2 2019 and held it in 6 quarters. The position peaked at $8K in Q4 2019. 19 funds tracked by Wall St. Rank hold KOIN as of Q2 2021.

Certified Advisory Corp reported no remaining Capital Link Global Fintech Leaders ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 97 Capital Link Global Fintech Leaders ETF shares in Q2 2021, an estimated $4K.
Certified Advisory Corp first reported a position in Capital Link Global Fintech Leaders ETF in Q2 2019 and held it in 6 quarters.
Certified Advisory Corp's Capital Link Global Fintech Leaders ETF position peaked at $8K in Q4 2019.
19 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.