Toth Financial Advisory’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Toth Financial Advisory’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	-200	Closed	-$6K	–	818
2022 Q3	$6K	Sell	200 -200	-50%	-$6.7K	﹤0.01%	536
2022 Q2	$13K	Sell	400 -50	-11%	-$1.79K	﹤0.01%	407
2022 Q1	$18K	Hold	450	–	–	﹤0.01%	402
2021 Q4	$19K	Hold	450	–	–	﹤0.01%	408
2021 Q3	$19K	Hold	450	–	–	﹤0.01%	408
2021 Q2	$19K	Buy	450 +50	+13%	+$2.07K	﹤0.01%	387
2021 Q1	$16K	Buy	+400	New	+$15.8K	﹤0.01%	419

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

Toth Financial Advisory's KOIN Position: Q4 2022 in Review

Toth Financial Advisory sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q4 2022, closing a stake of 200 shares — an estimated $6K sold.

Toth Financial Advisory first reported a position in KOIN in Q1 2021 and held it in 7 quarters. The position peaked at $19K in Q4 2021. 20 funds tracked by Wall St. Rank hold KOIN as of Q4 2022.

Toth Financial Advisory reported no remaining Capital Link Global Fintech Leaders ETF position as of Q4 2022 after selling out during the quarter.
Toth Financial Advisory sold 200 Capital Link Global Fintech Leaders ETF shares in Q4 2022, an estimated $6K.
Toth Financial Advisory first reported a position in Capital Link Global Fintech Leaders ETF in Q1 2021 and held it in 7 quarters.
Toth Financial Advisory's Capital Link Global Fintech Leaders ETF position peaked at $19K in Q4 2021.
20 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q4 2022.

Based on Toth Financial Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.