LPL Financial’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

LPL Financial’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 Q3	–	Sell	-6,448	Closed	-$212K	–	4538
2022 Q2	$212K	Sell	6,448 -347	-5%	-$12.4K	﹤0.01%	3903
2022 Q1	$271K	Buy	6,795 +227	+3%	+$9.24K	﹤0.01%	3642
2021 Q4	$284K	Buy	6,568 +840	+15%	+$37.1K	﹤0.01%	3715
2021 Q3	$241K	Sell	5,728 -1,674	-23%	-$72.4K	﹤0.01%	3819
2021 Q2	$318K	Sell	7,402 -27	-0.4%	-$1.12K	﹤0.01%	3549
2021 Q1	$294K	Buy	+7,429	New	+$294K	﹤0.01%	3477

Other funds holding KOIN

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

LPL Financial's KOIN Position: Q3 2022 in Review

LPL Financial sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q3 2022, closing a stake of 6,448 shares — an estimated $212K sold.

LPL Financial first reported a position in KOIN in Q1 2021 and held it in 6 quarters. The position peaked at $318K in Q2 2021. 22 funds tracked by Wall St. Rank hold KOIN as of Q3 2022.

LPL Financial reported no remaining Capital Link Global Fintech Leaders ETF position as of Q3 2022 after selling out during the quarter.
LPL Financial sold 6,448 Capital Link Global Fintech Leaders ETF shares in Q3 2022, an estimated $212K.
LPL Financial first reported a position in Capital Link Global Fintech Leaders ETF in Q1 2021 and held it in 6 quarters.
LPL Financial's Capital Link Global Fintech Leaders ETF position peaked at $318K in Q2 2021.
22 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q3 2022.

Based on LPL Financial's 13F filing for Q3 2022, filed 14 Nov 2022.