RFA
KOIN

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

Reilly 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
2021
Q2 		– Sell
-552
Closed -$22K – 1098
2021
Q1 		$22K Buy
+552
New +$21.8K ﹤0.01% 527

Other funds holding KOIN

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Reilly Financial Advisors's KOIN Position: Q2 2021 in Review

Reilly Financial Advisors sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q2 2021, closing a stake of 552 shares — an estimated $22K sold.

Reilly Financial Advisors first reported a position in KOIN in Q1 2021 and held it in 1 quarter. The position peaked at $22K in Q1 2021. 19 funds tracked by Wall St. Rank hold KOIN as of Q2 2021.

  • Reilly Financial Advisors reported no remaining Capital Link Global Fintech Leaders ETF position as of Q2 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 552 Capital Link Global Fintech Leaders ETF shares in Q2 2021, an estimated $22K.
  • Reilly Financial Advisors first reported a position in Capital Link Global Fintech Leaders ETF in Q1 2021 and held it in 1 quarter.
  • Reilly Financial Advisors's Capital Link Global Fintech Leaders ETF position peaked at $22K in Q1 2021.
  • 19 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q2 2021.

Based on Reilly Financial Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.