Baird Financial Group
INKM icon

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

Baird Financial 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
2020
Q4 		– Sell
-27,711
Closed -$861K – 1584
2020
Q3 		$861K Buy
27,711
+54
+0.2% +$1.69K ﹤0.01% 988
2020
Q2 		$840K Buy
27,657
+710
+3% +$21K ﹤0.01% 983
2020
Q1 		$741K Buy
26,947
+1,295
+5% +$42.2K ﹤0.01% 953
2019
Q4 		$880K Buy
25,652
+679
+3% +$23.1K ﹤0.01% 997
2019
Q3 		$843K Buy
24,973
+547
+2% +$18.3K ﹤0.01% 1018
2019
Q2 		$813K Buy
24,426
+2,991
+14% +$98.8K ﹤0.01% 1057
2019
Q1 		$703K Sell
21,435
-3,200
-13% -$103K ﹤0.01% 951
2018
Q4 		$754K Buy
+24,635
New +$782K 0.01% 883

Other funds holding INKM

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group's INKM Position: Q4 2020 in Review

Baird Financial Group sold out of State Street Income Allocation ETF (INKM) in Q4 2020, closing a stake of 27,711 shares — an estimated $861K sold.

Baird Financial Group first reported a position in INKM in Q4 2018 and held it in 8 quarters. The position peaked at $880K in Q4 2019. 27 funds tracked by Wall St. Rank hold INKM as of Q4 2020.

  • Baird Financial Group reported no remaining State Street Income Allocation ETF position as of Q4 2020 after selling out during the quarter.
  • Baird Financial Group sold 27,711 State Street Income Allocation ETF shares in Q4 2020, an estimated $861K.
  • Baird Financial Group first reported a position in State Street Income Allocation ETF in Q4 2018 and held it in 8 quarters.
  • Baird Financial Group's State Street Income Allocation ETF position peaked at $880K in Q4 2019.
  • 27 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q4 2020.

Based on Baird Financial Group's 13F filing for Q4 2020, filed 11 Feb 2021.