NC
KOIN

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

NewSquare Capital’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
Q3 		– Sell
-20
Closed -$587 – 927
2023
Q2 		$587 Hold
20
– – ﹤0.01% 666
2023
Q1 		$573 Hold
20
– – ﹤0.01% 701
2022
Q4 		$541 Buy
+20
New +$625 ﹤0.01% 644

Other funds holding KOIN

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RWPA
Richard W. Paul & Associates Novi, Michigan $327M AUM 21.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

NewSquare Capital's KOIN Position: Q3 2023 in Review

NewSquare Capital sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q3 2023, closing a stake of 20 shares — an estimated $587 sold.

NewSquare Capital first reported a position in KOIN in Q4 2022 and held it in 3 quarters. The position peaked at $587 in Q2 2023. 13 funds tracked by Wall St. Rank hold KOIN as of Q3 2023.

  • NewSquare Capital reported no remaining Capital Link Global Fintech Leaders ETF position as of Q3 2023 after selling out during the quarter.
  • NewSquare Capital sold 20 Capital Link Global Fintech Leaders ETF shares in Q3 2023, an estimated $587.
  • NewSquare Capital first reported a position in Capital Link Global Fintech Leaders ETF in Q4 2022 and held it in 3 quarters.
  • NewSquare Capital's Capital Link Global Fintech Leaders ETF position peaked at $587 in Q2 2023.
  • 13 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q3 2023.

Based on NewSquare Capital's 13F filing for Q3 2023, filed 3 Nov 2023.