Envestnet Asset Management
KOIN

Envestnet Asset Management’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Envestnet Asset Management’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
2024
Q1 		– Sell
-7,988
Closed -$248K – 4310
2023
Q4 		$248K Buy
+7,988
New +$235K ﹤0.01% 3717

Other funds holding KOIN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Envestnet Asset Management's KOIN Position: Q1 2024 in Review

Envestnet Asset Management sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q1 2024, closing a stake of 7,988 shares — an estimated $248K sold.

Envestnet Asset Management first reported a position in KOIN in Q4 2023 and held it in 1 quarter. The position peaked at $248K in Q4 2023. 15 funds tracked by Wall St. Rank hold KOIN as of Q1 2024.

  • Envestnet Asset Management reported no remaining Capital Link Global Fintech Leaders ETF position as of Q1 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 7,988 Capital Link Global Fintech Leaders ETF shares in Q1 2024, an estimated $248K.
  • Envestnet Asset Management first reported a position in Capital Link Global Fintech Leaders ETF in Q4 2023 and held it in 1 quarter.
  • Envestnet Asset Management's Capital Link Global Fintech Leaders ETF position peaked at $248K in Q4 2023.
  • 15 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q1 2024.

Based on Envestnet Asset Management's 13F filing for Q1 2024, filed 13 May 2024.