GRP
KOIN

Global Retirement Partners’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Global Retirement Partners’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
Q4 		– Sell
-45
Closed -$1K – 3112
2022
Q3 		$1K Hold
45
– – ﹤0.01% 2641
2022
Q2 		$1K Hold
45
– – ﹤0.01% 2627
2022
Q1 		$2K Buy
+45
New +$1.83K ﹤0.01% 2278

Other funds holding KOIN

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Susquehanna International Group
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Global Retirement Partners's KOIN Position: Q4 2022 in Review

Global Retirement Partners sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q4 2022, closing a stake of 45 shares — an estimated $1K sold.

Global Retirement Partners first reported a position in KOIN in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 20 funds tracked by Wall St. Rank hold KOIN as of Q4 2022.

  • Global Retirement Partners reported no remaining Capital Link Global Fintech Leaders ETF position as of Q4 2022 after selling out during the quarter.
  • Global Retirement Partners sold 45 Capital Link Global Fintech Leaders ETF shares in Q4 2022, an estimated $1K.
  • Global Retirement Partners first reported a position in Capital Link Global Fintech Leaders ETF in Q1 2022 and held it in 3 quarters.
  • Global Retirement Partners's Capital Link Global Fintech Leaders ETF position peaked at $2K in Q1 2022.
  • 20 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q4 2022.

Based on Global Retirement Partners's 13F filing for Q4 2022, filed 13 Feb 2023.