MW
KOIN

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

Milestone Wealth’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 		$13K Hold
437
– – 0.01% 165
2022
Q2 		$14K Hold
437
– – 0.01% 158
2022
Q1 		$19K Hold
437
– – 0.02% 187
2021
Q4 		$19K Buy
+437
New +$19.3K 0.02% 187

Other funds holding KOIN

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Milestone Wealth's KOIN Position: Q3 2022 in Review

Milestone Wealth held its Capital Link Global Fintech Leaders ETF (KOIN) position steady in Q3 2022 at 437 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #165.

Milestone Wealth first reported a position in KOIN in Q4 2021 and has held it in 4 quarters since. The position peaked at $19K in Q1 2022. 22 funds tracked by Wall St. Rank hold KOIN as of Q3 2022.

  • Milestone Wealth held 437 shares of Capital Link Global Fintech Leaders ETF worth $13K as of Q3 2022.
  • Milestone Wealth left its Capital Link Global Fintech Leaders ETF share count unchanged in Q3 2022.
  • Capital Link Global Fintech Leaders ETF made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #165 holding.
  • Milestone Wealth first reported a position in Capital Link Global Fintech Leaders ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Capital Link Global Fintech Leaders ETF position peaked at $19K in Q1 2022.
  • 22 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.