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

Professional Financial Advisors’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 Q4	–	Sell	-50	Closed	-$1K	–	494
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	475
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	435
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	448
2021 Q4	$2K	Sell	50 -4	-7%	-$176	﹤0.01%	441
2021 Q3	$2K	Hold	54	–	–	﹤0.01%	382
2021 Q2	$2K	Buy	54 +1	+2%	+$41	﹤0.01%	381
2021 Q1	$2K	Buy	53 +49	+1,225%	+$1.94K	﹤0.01%	343
2020 Q4	$0	Buy	4 +2	+100%	+$70	﹤0.01%	386
2020 Q3	$0	Buy	+2	New	+$66	﹤0.01%	359

Other funds holding KOIN

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

TFGT

TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Professional Financial Advisors's KOIN Position: Q4 2022 in Review

Professional Financial Advisors sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q4 2022, closing a stake of 50 shares — an estimated $1K sold.

Professional Financial Advisors first reported a position in KOIN in Q3 2020 and held it in 9 quarters. The position peaked at $2K in Q2 2022. 20 funds tracked by Wall St. Rank hold KOIN as of Q4 2022.

Professional Financial Advisors reported no remaining Capital Link Global Fintech Leaders ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 50 Capital Link Global Fintech Leaders ETF shares in Q4 2022, an estimated $1K.
Professional Financial Advisors first reported a position in Capital Link Global Fintech Leaders ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Capital Link Global Fintech Leaders ETF position peaked at $2K in Q2 2022.
20 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.