SFPG
KOIN

Stonebridge Financial Planning Group’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-25
Closed -$1K – 377
2021
Q4 		$1K Hold
25
– – ﹤0.01% 400
2021
Q3 		$1K Hold
25
– – ﹤0.01% 405
2021
Q2 		$1K Hold
25
– – ﹤0.01% 417
2021
Q1 		$1K Buy
+25
New +$988 ﹤0.01% 425

Other funds holding KOIN

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WA
Wealth Advisors Rancho Santa Fe, California $223M AUM 32.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stonebridge Financial Planning Group's KOIN Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q1 2022, closing a stake of 25 shares — an estimated $1K sold.

Stonebridge Financial Planning Group first reported a position in KOIN in Q1 2021 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 25 funds tracked by Wall St. Rank hold KOIN as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Capital Link Global Fintech Leaders ETF position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 25 Capital Link Global Fintech Leaders ETF shares in Q1 2022, an estimated $1K.
  • Stonebridge Financial Planning Group first reported a position in Capital Link Global Fintech Leaders ETF in Q1 2021 and held it in 4 quarters.
  • Stonebridge Financial Planning Group's Capital Link Global Fintech Leaders ETF position peaked at $1K in Q4 2021.
  • 25 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.