PAG
KOIN

Private Advisor Group’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Private Advisor Group’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
2020
Q3 		– Sell
-100
Closed -$3K – 3585
2020
Q2 		$3K Buy
+100
New +$2.76K ﹤0.01% 3496

Other funds holding KOIN

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Private Advisor Group's KOIN Position: Q3 2020 in Review

Private Advisor Group sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q3 2020, closing a stake of 100 shares — an estimated $3K sold.

Private Advisor Group first reported a position in KOIN in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 6 funds tracked by Wall St. Rank hold KOIN as of Q3 2020.

  • Private Advisor Group reported no remaining Capital Link Global Fintech Leaders ETF position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 100 Capital Link Global Fintech Leaders ETF shares in Q3 2020, an estimated $3K.
  • Private Advisor Group first reported a position in Capital Link Global Fintech Leaders ETF in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's Capital Link Global Fintech Leaders ETF position peaked at $3K in Q2 2020.
  • 6 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.