WA
KOIN

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

Wealth Advisors’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
Q3 		– Sell
-6,220
Closed -$205K – 60
2022
Q2 		$205K Sell
6,220
-4,105
-40% -$147K 0.1% 55
2022
Q1 		$412K Buy
+10,325
New +$421K 0.15% 45

Other funds holding KOIN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Advisors's KOIN Position: Q3 2022 in Review

Wealth Advisors sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q3 2022, closing a stake of 6,220 shares — an estimated $205K sold.

Wealth Advisors first reported a position in KOIN in Q1 2022 and held it in 2 quarters. The position peaked at $412K in Q1 2022. 22 funds tracked by Wall St. Rank hold KOIN as of Q3 2022.

  • Wealth Advisors reported no remaining Capital Link Global Fintech Leaders ETF position as of Q3 2022 after selling out during the quarter.
  • Wealth Advisors sold 6,220 Capital Link Global Fintech Leaders ETF shares in Q3 2022, an estimated $205K.
  • Wealth Advisors first reported a position in Capital Link Global Fintech Leaders ETF in Q1 2022 and held it in 2 quarters.
  • Wealth Advisors's Capital Link Global Fintech Leaders ETF position peaked at $412K in Q1 2022.
  • 22 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q3 2022.

Based on Wealth Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.