HWM
KOIN

HighMark Wealth Management’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

HighMark Wealth 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
2022
Q4 		– Sell
-350
Closed -$10K – 569
2022
Q3 		$10K Hold
350
– – 0.01% 254
2022
Q2 		$12K Hold
350
– – 0.01% 227
2022
Q1 		$14K Buy
+350
New +$14.3K 0.01% 220

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
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

HighMark Wealth Management's KOIN Position: Q4 2022 in Review

HighMark Wealth Management sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q4 2022, closing a stake of 350 shares — an estimated $10K sold.

HighMark Wealth Management first reported a position in KOIN in Q1 2022 and held it in 3 quarters. The position peaked at $14K in Q1 2022. 20 funds tracked by Wall St. Rank hold KOIN as of Q4 2022.

  • HighMark Wealth Management reported no remaining Capital Link Global Fintech Leaders ETF position as of Q4 2022 after selling out during the quarter.
  • HighMark Wealth Management sold 350 Capital Link Global Fintech Leaders ETF shares in Q4 2022, an estimated $10K.
  • HighMark Wealth Management first reported a position in Capital Link Global Fintech Leaders ETF in Q1 2022 and held it in 3 quarters.
  • HighMark Wealth Management's Capital Link Global Fintech Leaders ETF position peaked at $14K in Q1 2022.
  • 20 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q4 2022.

Based on HighMark Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.