Advisors Preferred’s State Street Income Allocation ETF INKM Stock Holding History

Advisors Preferred’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
2021 Q3	–	Sell	-6,787	Closed	-$242K	–	204
2021 Q2	$242K	Buy	+6,787	New	+$242K	0.02%	144
2020 Q4	–	Sell	-429	Closed	-$13K	–	183
2020 Q3	$13K	Buy	+429	New	+$13.4K	﹤0.01%	134
2020 Q2	–	Sell	-371	Closed	-$10K	–	154
2020 Q1	$10K	Sell	371 -64,752	-99%	-$2.11M	0.01%	107
2019 Q4	$2.23M	Buy	65,123 +5,298	+9%	+$180K	0.61%	21
2019 Q3	$2.02M	Sell	59,825 -1,933	-3%	-$64.8K	0.5%	26
2019 Q2	$2.06M	Buy	61,758 +12,566	+26%	+$415K	0.7%	20
2019 Q1	$1.61M	Sell	49,192 -1,025	-2%	-$33K	0.51%	25
2018 Q4	$1.54M	Buy	50,217 +18,647	+59%	+$592K	1.86%	12
2018 Q3	$1.03M	Sell	31,570 -5,858	-16%	-$192K	0.46%	23
2018 Q2	$1.21M	Sell	37,428 -52,052	-58%	-$1.71M	0.54%	19
2018 Q1	$2.96M	Buy	89,480 +38,038	+74%	+$1.27M	1.37%	16
2017 Q4	$1.73M	Sell	51,442 -9,786	-16%	-$327K	0.73%	30
2017 Q3	$2.02M	Buy	61,228 +26,733	+77%	+$879K	1.17%	26
2017 Q2	$1.11M	Buy	34,495 +6,997	+25%	+$226K	0.61%	38
2017 Q1	$869	Sell	27,498 -5,121	-16%	-$160K	0.46%	34
2016 Q4	$994K	Sell	32,619 -6,048	-16%	-$186K	0.52%	38
2016 Q3	$1.23M	Buy	38,667 +11,734	+44%	+$372K	0.57%	37
2016 Q2	$841K	Buy	26,933 +10,382	+63%	+$319K	0.49%	42
2016 Q1	$502K	Sell	16,551 -2,460	-13%	-$71.9K	0.25%	45
2015 Q4	$562K	Sell	19,011 -10,246	-35%	-$311K	0.31%	45
2015 Q3	$865K	Buy	29,257 +9,048	+45%	+$278K	0.94%	33
2015 Q2	$630K	Buy	+20,209	New	+$653K	0.35%	60

Other funds holding INKM

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

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Advisors Preferred's INKM Position: Q3 2021 in Review

Advisors Preferred sold out of State Street Income Allocation ETF (INKM) in Q3 2021, closing a stake of 6,787 shares — an estimated $242K sold.

Advisors Preferred first reported a position in INKM in Q2 2015 and held it in 22 quarters. The position peaked at $2.96M in Q1 2018. 23 funds tracked by Wall St. Rank hold INKM as of Q3 2021.

Advisors Preferred reported no remaining State Street Income Allocation ETF position as of Q3 2021 after selling out during the quarter.
Advisors Preferred sold 6,787 State Street Income Allocation ETF shares in Q3 2021, an estimated $242K.
Advisors Preferred first reported a position in State Street Income Allocation ETF in Q2 2015 and held it in 22 quarters.
Advisors Preferred's State Street Income Allocation ETF position peaked at $2.96M in Q1 2018.
23 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q3 2021.

Based on Advisors Preferred's 13F filing for Q3 2021, filed 27 Oct 2021.