WS
KOIN

Wedbush Securities’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Wedbush Securities’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
-4,809
Closed -$208K – 1225
2021
Q4 		$208K Hold
4,809
– – 0.01% 1047
2021
Q3 		$202K Buy
+4,809
New +$208K 0.01% 1068

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

Wedbush Securities's KOIN Position: Q1 2022 in Review

Wedbush Securities sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q1 2022, closing a stake of 4,809 shares — an estimated $208K sold.

Wedbush Securities first reported a position in KOIN in Q3 2021 and held it in 2 quarters. The position peaked at $208K in Q4 2021. 25 funds tracked by Wall St. Rank hold KOIN as of Q1 2022.

  • Wedbush Securities reported no remaining Capital Link Global Fintech Leaders ETF position as of Q1 2022 after selling out during the quarter.
  • Wedbush Securities sold 4,809 Capital Link Global Fintech Leaders ETF shares in Q1 2022, an estimated $208K.
  • Wedbush Securities first reported a position in Capital Link Global Fintech Leaders ETF in Q3 2021 and held it in 2 quarters.
  • Wedbush Securities's Capital Link Global Fintech Leaders ETF position peaked at $208K in Q4 2021.
  • 25 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q1 2022.

Based on Wedbush Securities's 13F filing for Q1 2022, filed 19 Apr 2022.