WIM
KOIN

Westside Investment Management’s Capital Link Global Fintech Leaders ETF KOIN Stock Holding History

Westside Investment Management’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
2021
Q3 		– Sell
-125
Closed -$5 – 774
2021
Q2 		$5 Hold
125
– – ﹤0.01% 653
2021
Q1 		$4 Buy
+125
New +$4.94K ﹤0.01% 663

Other funds holding KOIN

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 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
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

Westside Investment Management's KOIN Position: Q3 2021 in Review

Westside Investment Management sold out of Capital Link Global Fintech Leaders ETF (KOIN) in Q3 2021, closing a stake of 125 shares — an estimated $5 sold.

Westside Investment Management first reported a position in KOIN in Q1 2021 and held it in 2 quarters. The position peaked at $5 in Q2 2021. 21 funds tracked by Wall St. Rank hold KOIN as of Q3 2021.

  • Westside Investment Management reported no remaining Capital Link Global Fintech Leaders ETF position as of Q3 2021 after selling out during the quarter.
  • Westside Investment Management sold 125 Capital Link Global Fintech Leaders ETF shares in Q3 2021, an estimated $5.
  • Westside Investment Management first reported a position in Capital Link Global Fintech Leaders ETF in Q1 2021 and held it in 2 quarters.
  • Westside Investment Management's Capital Link Global Fintech Leaders ETF position peaked at $5 in Q2 2021.
  • 21 funds tracked by Wall St. Rank held Capital Link Global Fintech Leaders ETF as of Q3 2021.

Based on Westside Investment Management's 13F filing for Q3 2021, filed 27 Oct 2021.