IFP Advisors’s State Street Income Allocation ETF INKM Stock Holding History

IFP 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
2018 Q4	–	Sell	-132	Closed	-$4K	–	3706
2018 Q3	$4K	Hold	132	–	–	﹤0.01%	3299
2018 Q2	$4K	Hold	132	–	–	﹤0.01%	3366
2018 Q1	$4K	Hold	132	–	–	﹤0.01%	3264
2017 Q4	$4K	Hold	132	–	–	﹤0.01%	3313
2017 Q3	$4K	Hold	132	–	–	﹤0.01%	3510
2017 Q2	$4K	Hold	132	–	–	﹤0.01%	3504
2017 Q1	$4K	Hold	132	–	–	﹤0.01%	3414
2016 Q4	$4K	Hold	132	–	–	﹤0.01%	3393
2016 Q3	$4K	Hold	132	–	–	﹤0.01%	3327
2016 Q2	$4K	Buy	+132	New	+$4.05K	﹤0.01%	3242

Other funds holding INKM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Manchester Financial Westlake Village, California $521M AUM 18.99% 1-Year Est. Return

SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return