SWM
KOIN

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

Selective 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
2021
Q4 		– Sell
-264
Closed -$11K – 707
2021
Q3 		$11K Hold
264
– – 0.01% 430
2021
Q2 		$11K Hold
264
– – 0.01% 341
2021
Q1 		$10K Buy
+264
New +$10.4K 0.01% 261

Other funds holding KOIN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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 $38.8B AUM 21.88% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 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
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Selective Wealth Management's KOIN Position: Q4 2021 in Review

Selective Wealth Management sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q4 2021, closing a stake of 264 shares — an estimated $11K sold.

Selective Wealth Management first reported a position in KOIN in Q1 2021 and held it in 3 quarters. The position peaked at $11K in Q3 2021. 23 funds tracked by Wall St. Rank hold KOIN as of Q4 2021.

  • Selective Wealth Management reported no remaining Capital Link Global Fintech Leaders ETF position as of Q4 2021 after selling out during the quarter.
  • Selective Wealth Management sold 264 Capital Link Global Fintech Leaders ETF shares in Q4 2021, an estimated $11K.
  • Selective Wealth Management first reported a position in Capital Link Global Fintech Leaders ETF in Q1 2021 and held it in 3 quarters.
  • Selective Wealth Management's Capital Link Global Fintech Leaders ETF position peaked at $11K in Q3 2021.
  • 23 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q4 2021.

Based on Selective Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.