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

Spire 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
2022 Q4	–	Sell	-193	Closed	-$6K	–	2422
2022 Q3	$6K	Hold	193	–	–	﹤0.01%	1723
2022 Q2	$6K	Hold	193	–	–	﹤0.01%	2103
2022 Q1	$8K	Hold	193	–	–	﹤0.01%	2132
2021 Q4	$8K	Buy	193 +4	+2%	+$176	﹤0.01%	2470
2021 Q3	$8K	Sell	189 -47	-20%	-$2.03K	﹤0.01%	2173
2021 Q2	$10K	Buy	+236	New	+$9.77K	﹤0.01%	2137

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

Spire Wealth Management's KOIN Position: Q4 2022 in Review

Spire Wealth Management sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q4 2022, closing a stake of 193 shares — an estimated $6K sold.

Spire Wealth Management first reported a position in KOIN in Q2 2021 and held it in 6 quarters. The position peaked at $10K in Q2 2021. 20 funds tracked by Wall St. Rank hold KOIN as of Q4 2022.

Spire Wealth Management reported no remaining Capital Link Global Fintech Leaders ETF position as of Q4 2022 after selling out during the quarter.
Spire Wealth Management sold 193 Capital Link Global Fintech Leaders ETF shares in Q4 2022, an estimated $6K.
Spire Wealth Management first reported a position in Capital Link Global Fintech Leaders ETF in Q2 2021 and held it in 6 quarters.
Spire Wealth Management's Capital Link Global Fintech Leaders ETF position peaked at $10K in Q2 2021.
20 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.