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	–	3699
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 $3.37T AUM 44.26% 1-Year Est. Return

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

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

SWS Partners Columbus, Ohio $463M AUM 41.78% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFP Advisors's INKM Position: Q4 2018 in Review

IFP Advisors sold out of State Street Income Allocation ETF (INKM) in Q4 2018, closing a stake of 132 shares — an estimated $4K sold.

IFP Advisors first reported a position in INKM in Q2 2016 and held it in 10 quarters. The position peaked at $4K in Q3 2018. 23 funds tracked by Wall St. Rank hold INKM as of Q4 2018.

IFP Advisors reported no remaining State Street Income Allocation ETF position as of Q4 2018 after selling out during the quarter.
IFP Advisors sold 132 State Street Income Allocation ETF shares in Q4 2018, an estimated $4K.
IFP Advisors first reported a position in State Street Income Allocation ETF in Q2 2016 and held it in 10 quarters.
IFP Advisors's State Street Income Allocation ETF position peaked at $4K in Q3 2018.
23 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.