IA
KOIN

IFP Advisors’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

IFP Advisors’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
Q1 		– Sell
-2,102
Closed -$54K – 4549
2022
Q4 		$54K Sell
2,102
-240
-10% -$7.5K ﹤0.01% 2194
2022
Q3 		$60K Hold
2,342
– – ﹤0.01% 2240
2022
Q2 		$60K Hold
2,342
– – ﹤0.01% 2030
2022
Q1 		$60K Buy
2,342
+2,232
+2,029% +$90.9K ﹤0.01% 2030
2021
Q4 		$5K Sell
110
-44
-29% -$1.94K ﹤0.01% 2526
2021
Q3 		$7K Buy
154
+92
+148% +$3.98K ﹤0.01% 2449
2021
Q2 		$3K Sell
62
-35
-36% -$1.45K ﹤0.01% 2682
2021
Q1 		$4K Hold
97
– – ﹤0.01% 2514
2020
Q4 		$4K Hold
97
– – ﹤0.01% 2446
2020
Q3 		$3K Hold
97
– – ﹤0.01% 2404
2020
Q2 		$3K Buy
97
+44
+83% +$1.21K ﹤0.01% 2312
2020
Q1 		$1K Buy
+53
New +$1.47K ﹤0.01% 2650
2019
Q1 		$1K Buy
+20
New +$486 ﹤0.01% 2282

Other funds holding KOIN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

IFP Advisors's KOIN Position: Q1 2023 in Review

IFP Advisors sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q1 2023, closing a stake of 2,102 shares — an estimated $54K sold.

IFP Advisors first reported a position in KOIN in Q1 2019 and held it in 13 quarters. The position peaked at $60K in Q3 2022. 20 funds tracked by Wall St. Rank hold KOIN as of Q1 2023.

  • IFP Advisors reported no remaining Capital Link Global Fintech Leaders ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 2,102 Capital Link Global Fintech Leaders ETF shares in Q1 2023, an estimated $54K.
  • IFP Advisors first reported a position in Capital Link Global Fintech Leaders ETF in Q1 2019 and held it in 13 quarters.
  • IFP Advisors's Capital Link Global Fintech Leaders ETF position peaked at $60K in Q3 2022.
  • 20 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.