Kestra Advisory Services’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Kestra Advisory Services’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	-7,593	Closed	-$226K	–	2367
2022 Q3	$226K	Sell	7,593 -6,405	-46%	-$214K	﹤0.01%	1797
2022 Q2	$461K	Sell	13,998 -5,378	-28%	-$192K	﹤0.01%	1378
2022 Q1	$774K	Sell	19,376 -4,608	-19%	-$188K	0.01%	1062
2021 Q4	$1.03M	Sell	23,984 -20,063	-46%	-$885K	0.01%	964
2021 Q3	$1.85M	Sell	44,047 -1,872	-4%	-$81K	0.02%	748
2021 Q2	$1.98M	Sell	45,919 -1,433	-3%	-$59.4K	0.02%	660
2021 Q1	$1.87M	Buy	47,352 +1,893	+4%	+$74.8K	0.02%	628
2020 Q4	$1.7M	Buy	45,459 +9,867	+28%	+$348K	0.02%	644
2020 Q3	$1.21M	Buy	+35,592	New	+$1.17M	0.02%	568

Other funds holding KOIN

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Kestra Advisory Services's KOIN Position: Q4 2022 in Review

Kestra Advisory Services sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q4 2022, closing a stake of 7,593 shares — an estimated $226K sold.

Kestra Advisory Services first reported a position in KOIN in Q3 2020 and held it in 9 quarters. The position peaked at $1.98M in Q2 2021. 20 funds tracked by Wall St. Rank hold KOIN as of Q4 2022.

Kestra Advisory Services reported no remaining Capital Link Global Fintech Leaders ETF position as of Q4 2022 after selling out during the quarter.
Kestra Advisory Services sold 7,593 Capital Link Global Fintech Leaders ETF shares in Q4 2022, an estimated $226K.
Kestra Advisory Services first reported a position in Capital Link Global Fintech Leaders ETF in Q3 2020 and held it in 9 quarters.
Kestra Advisory Services's Capital Link Global Fintech Leaders ETF position peaked at $1.98M in Q2 2021.
20 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q4 2022.

Based on Kestra Advisory Services's 13F filing for Q4 2022, filed 31 Jan 2023.