TS Financial Group (TSFG)’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

TS Financial Group (TSFG)’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
2024 Q1	–	Sell	-150	Closed	-$5K	–	950
2023 Q4	$5K	Sell	150 -74	-33%	-$2.18K	﹤0.01%	621
2023 Q3	$6K	Hold	224	–	–	﹤0.01%	640
2023 Q2	$7K	Hold	224	–	–	﹤0.01%	615
2023 Q1	$6K	Hold	224	–	–	﹤0.01%	634
2022 Q4	$6K	Hold	224	–	–	﹤0.01%	630
2022 Q3	$7K	Hold	224	–	–	﹤0.01%	593
2022 Q2	$7K	Hold	224	–	–	﹤0.01%	602
2022 Q1	$9K	Hold	224	–	–	﹤0.01%	568
2021 Q4	$10K	Hold	224	–	–	﹤0.01%	571
2021 Q3	$9K	Sell	224 -100	-31%	-$4.33K	﹤0.01%	583
2021 Q2	$14K	Hold	324	–	–	0.01%	504
2021 Q1	$13K	Buy	+324	New	+$12.8K	0.01%	449

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

TS Financial Group (TSFG)'s KOIN Position: Q1 2024 in Review

TS Financial Group (TSFG) sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q1 2024, closing a stake of 150 shares — an estimated $5K sold.

TS Financial Group (TSFG) first reported a position in KOIN in Q1 2021 and held it in 12 quarters. The position peaked at $14K in Q2 2021. 15 funds tracked by Wall St. Rank hold KOIN as of Q1 2024.

TS Financial Group (TSFG) reported no remaining Capital Link Global Fintech Leaders ETF position as of Q1 2024 after selling out during the quarter.
TS Financial Group (TSFG) sold 150 Capital Link Global Fintech Leaders ETF shares in Q1 2024, an estimated $5K.
TS Financial Group (TSFG) first reported a position in Capital Link Global Fintech Leaders ETF in Q1 2021 and held it in 12 quarters.
TS Financial Group (TSFG)'s Capital Link Global Fintech Leaders ETF position peaked at $14K in Q2 2021.
15 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q1 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2024, filed 16 Apr 2024.