Northwestern Mutual Wealth Management
KOIN

Northwestern Mutual Wealth Management’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Northwestern Mutual Wealth Management’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
-199
Closed -$5.84K – 3580
2023
Q2 		$5.84K Buy
+199
New +$5.72K ﹤0.01% 2736

Other funds holding KOIN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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 $666B AUM 30.12% 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 $269B AUM 31.4% 1-Year Est. Return

Northwestern Mutual Wealth Management's KOIN Position: Q3 2023 in Review

Northwestern Mutual Wealth Management sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q3 2023, closing a stake of 199 shares — an estimated $5.84K sold.

Northwestern Mutual Wealth Management first reported a position in KOIN in Q2 2023 and held it in 1 quarter. The position peaked at $5.84K in Q2 2023. 13 funds tracked by Wall St. Rank hold KOIN as of Q3 2023.

  • Northwestern Mutual Wealth Management reported no remaining Capital Link Global Fintech Leaders ETF position as of Q3 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 199 Capital Link Global Fintech Leaders ETF shares in Q3 2023, an estimated $5.84K.
  • Northwestern Mutual Wealth Management first reported a position in Capital Link Global Fintech Leaders ETF in Q2 2023 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Capital Link Global Fintech Leaders ETF position peaked at $5.84K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q3 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.