Harbour Investments’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Harbour Investments’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 Q3	–	Sell	-75	Closed	-$2.2K	–	3129
2023 Q2	$2.2K	Hold	75	–	–	﹤0.01%	2520
2023 Q1	$2.15K	Hold	75	–	–	﹤0.01%	2538
2022 Q4	$2.03K	Hold	75	–	–	﹤0.01%	2510
2022 Q3	$2K	Hold	75	–	–	﹤0.01%	2509
2022 Q2	$2K	Buy	+75	New	+$2.68K	﹤0.01%	2509
2021 Q4	$3K	Hold	75	–	–	﹤0.01%	2358
2021 Q3	$3K	Hold	75	–	–	﹤0.01%	3245
2021 Q2	$3K	Buy	+75	New	+$3.11K	﹤0.01%	3304

Other funds holding KOIN

Jane Street New York $777B AUM 61.18% 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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWC

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

RWPA

Richard W. Paul & Associates Novi, Michigan $297M AUM 18.71% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Harbour Investments's KOIN Position: Q3 2023 in Review

Harbour Investments sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q3 2023, closing a stake of 75 shares — an estimated $2.2K sold.

Harbour Investments first reported a position in KOIN in Q2 2021 and held it in 8 quarters. The position peaked at $3K in Q4 2021. 13 funds tracked by Wall St. Rank hold KOIN as of Q3 2023.

Harbour Investments reported no remaining Capital Link Global Fintech Leaders ETF position as of Q3 2023 after selling out during the quarter.
Harbour Investments sold 75 Capital Link Global Fintech Leaders ETF shares in Q3 2023, an estimated $2.2K.
Harbour Investments first reported a position in Capital Link Global Fintech Leaders ETF in Q2 2021 and held it in 8 quarters.
Harbour Investments's Capital Link Global Fintech Leaders ETF position peaked at $3K in Q4 2021.
13 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q3 2023.

Based on Harbour Investments's 13F filing for Q3 2023, filed 15 Nov 2023.