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CLA (CliftonLarsonAllen) Wealth Advisors’s State Street Income Allocation ETF INKM Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2022
Q2 		– Sell
-24,728
Closed -$844K – 187
2022
Q1 		$844K Buy
+24,728
New +$851K 0.03% 151

Other funds holding INKM

State Street
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's INKM Position: Q2 2022 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of State Street Income Allocation ETF (INKM) in Q2 2022, closing a stake of 24,728 shares — an estimated $844K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in INKM in Q1 2022 and held it in 1 quarter. The position peaked at $844K in Q1 2022. 24 funds tracked by Wall St. Rank hold INKM as of Q2 2022.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining State Street Income Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 24,728 State Street Income Allocation ETF shares in Q2 2022, an estimated $844K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street Income Allocation ETF in Q1 2022 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's State Street Income Allocation ETF position peaked at $844K in Q1 2022.
  • 24 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q2 2022.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2022, filed 8 Jul 2022.