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
2021 Q3	$105K	Hold	2,985	–	–	0.05%	343
2021 Q2	$106K	Buy	+2,985	New	+$106K	0.04%	335
2020 Q4	$112K	Buy	+3,324	New	+$109K	0.1%	73
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 $3.37T AUM 44.26% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Gravity Asset Management's INKM Position: Q3 2021 in Review

Financial Gravity Asset Management held its State Street Income Allocation ETF (INKM) position steady in Q3 2021 at 2,985 shares worth $105K. The position accounts for 0.05% of the portfolio, ranked #343.

Financial Gravity Asset Management first reported a position in INKM in Q3 2019 and has held it in 5 quarters since. The position peaked at $150K in Q4 2019. 23 funds tracked by Wall St. Rank hold INKM as of Q3 2021.

Financial Gravity Asset Management held 2,985 shares of State Street Income Allocation ETF worth $105K as of Q3 2021.
Financial Gravity Asset Management left its State Street Income Allocation ETF share count unchanged in Q3 2021.
State Street Income Allocation ETF made up 0.05% of Financial Gravity Asset Management's portfolio in Q3 2021, its #343 holding.
Financial Gravity Asset Management first reported a position in State Street Income Allocation ETF in Q3 2019 and has held it in 5 quarters since.
Financial Gravity Asset Management's State Street Income Allocation ETF position peaked at $150K in Q4 2019.
23 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.