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

CMC 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
Q2 		– Sell
-12,526
Closed -$344K – 28
2020
Q1 		$344K Sell
12,526
-3,927
-24% -$128K 1.5% 14
2019
Q4 		$564K Buy
+16,453
New +$560K 0.48% 22

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CMC Financial Group's INKM Position: Q2 2020 in Review

CMC Financial Group sold out of State Street Income Allocation ETF (INKM) in Q2 2020, closing a stake of 12,526 shares — an estimated $344K sold.

CMC Financial Group first reported a position in INKM in Q4 2019 and held it in 2 quarters. The position peaked at $564K in Q4 2019. 25 funds tracked by Wall St. Rank hold INKM as of Q2 2020.

  • CMC Financial Group reported no remaining State Street Income Allocation ETF position as of Q2 2020 after selling out during the quarter.
  • CMC Financial Group sold 12,526 State Street Income Allocation ETF shares in Q2 2020, an estimated $344K.
  • CMC Financial Group first reported a position in State Street Income Allocation ETF in Q4 2019 and held it in 2 quarters.
  • CMC Financial Group's State Street Income Allocation ETF position peaked at $564K in Q4 2019.
  • 25 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q2 2020.

Based on CMC Financial Group's 13F filing for Q2 2020, filed 13 Aug 2020.