Guardian Wealth Advisors (North Carolina)’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2023 Q2	–	Sell	-2,000	Closed	-$57.3K	–	442
2023 Q1	$57.3K	Hold	2,000	–	–	0.01%	261
2022 Q4	$54.1K	Hold	2,000	–	–	0.01%	251
2022 Q3	$60K	Hold	2,000	–	–	0.01%	229
2022 Q2	$66K	Buy	+2,000	New	+$71.5K	0.01%	222

Other funds holding KOIN

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

TFGT

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s KOIN Position: Q2 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q2 2023, closing a stake of 2,000 shares — an estimated $57.3K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in KOIN in Q2 2022 and held it in 4 quarters. The position peaked at $66K in Q2 2022. 17 funds tracked by Wall St. Rank hold KOIN as of Q2 2023.

Guardian Wealth Advisors (North Carolina) reported no remaining Capital Link Global Fintech Leaders ETF position as of Q2 2023 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 2,000 Capital Link Global Fintech Leaders ETF shares in Q2 2023, an estimated $57.3K.
Guardian Wealth Advisors (North Carolina) first reported a position in Capital Link Global Fintech Leaders ETF in Q2 2022 and held it in 4 quarters.
Guardian Wealth Advisors (North Carolina)'s Capital Link Global Fintech Leaders ETF position peaked at $66K in Q2 2022.
17 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q2 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2023, filed 14 Aug 2023.