Financial Gravity Asset Management’s State Street Income Allocation ETF INKM Stock Holding History

Financial Gravity Asset Management’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 Q1	–	Sell	-2,904	Closed	-$101	–	954
2021 Q4	$101	Sell	2,904 -81	-3%	-$2.88K	﹤0.01%	671
2021 Q3	$105K	Hold	2,985	–	–	0.05%	343
2021 Q2	$106K	Hold	2,985	–	–	0.04%	335
2021 Q1	$103	Sell	2,985 -339	-10%	-$11.7K	﹤0.01%	509
2020 Q4	$112K	Buy	+3,324	New	+$109K	0.1%	73
2020 Q2	–	Sell	-5,472	Closed	-$151	–	429
2020 Q1	$151	Buy	5,472 +1,097	+25%	+$35.8K	﹤0.01%	804
2019 Q4	$150K	Buy	4,375 +1,375	+46%	+$46.8K	0.1%	183
2019 Q3	$101K	Buy	+3,000	New	+$101K	0.09%	204

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return

Financial Gravity Asset Management's INKM Position: Q1 2022 in Review

Financial Gravity Asset Management sold out of State Street Income Allocation ETF (INKM) in Q1 2022, closing a stake of 2,904 shares — an estimated $101 sold.

Financial Gravity Asset Management first reported a position in INKM in Q3 2019 and held it in 8 quarters. The position peaked at $150K in Q4 2019. 20 funds tracked by Wall St. Rank hold INKM as of Q1 2022.

Financial Gravity Asset Management reported no remaining State Street Income Allocation ETF position as of Q1 2022 after selling out during the quarter.
Financial Gravity Asset Management sold 2,904 State Street Income Allocation ETF shares in Q1 2022, an estimated $101.
Financial Gravity Asset Management first reported a position in State Street Income Allocation ETF in Q3 2019 and held it in 8 quarters.
Financial Gravity Asset Management's State Street Income Allocation ETF position peaked at $150K in Q4 2019.
20 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q1 2022.

Based on Financial Gravity Asset Management's 13F filing for Q1 2022, filed 13 May 2022.