Advisor Group’s State Street Income Allocation ETF INKM Stock Holding History

Advisor Group’s Portfolio INKM Stock Details INKM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$200K	Buy	5,840 +155	+3%	+$5.27K	﹤0.01%	2392
2019 Q3	$192K	Buy	5,685 +4	+0.1%	+$134	﹤0.01%	2356
2019 Q2	$189K	Buy	5,681 +5	+0.1%	+$165	﹤0.01%	2351
2019 Q1	$186K	Buy	5,676 +10	+0.2%	+$322	﹤0.01%	2339
2018 Q4	$174K	Buy	5,666 +313	+6%	+$9.94K	﹤0.01%	2196
2018 Q3	$175K	Buy	5,353 +353	+7%	+$11.6K	﹤0.01%	2278
2018 Q2	$162K	Buy	5,000 +2,400	+92%	+$78.7K	﹤0.01%	2142
2018 Q1	$86K	Buy	2,600 +100	+4%	+$3.33K	﹤0.01%	2673
2017 Q4	$84K	Buy	+2,500	New	+$83.5K	﹤0.01%	2706
2017 Q2	–	Sell	-50	Closed	-$2K	–	4847
2017 Q1	$2K	Hold	50	–	–	﹤0.01%	4387
2016 Q4	$2K	Hold	50	–	–	﹤0.01%	4221
2016 Q3	$2K	Hold	50	–	–	﹤0.01%	4164
2016 Q2	$1K	Buy	+50	New	+$1.53K	﹤0.01%	4230

Other funds holding INKM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisor Group's INKM Position: Q4 2019 in Review

Advisor Group increased its State Street Income Allocation ETF (INKM) stake by 2.7% in Q4 2019, buying an estimated $5.27K and bringing the position to 5,840 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #2392.

Advisor Group first reported a position in INKM in Q2 2016 and has held it in 13 quarters since. 31 funds tracked by Wall St. Rank hold INKM as of Q4 2019.

Advisor Group held 5,840 shares of State Street Income Allocation ETF worth $200K as of Q4 2019.
Advisor Group bought 155 State Street Income Allocation ETF shares in Q4 2019, an estimated $5.27K.
State Street Income Allocation ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2392 holding.
Advisor Group first reported a position in State Street Income Allocation ETF in Q2 2016 and has held it in 13 quarters since.
31 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.