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Impact Partnership Wealth’s State Street Income Allocation ETF INKM Stock Holding History

Impact Partnership Wealth’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
2024
Q2 		– Sell
-100
Closed -$3.12K – 444
2024
Q1 		$3.12K Hold
100
– – ﹤0.01% 544
2023
Q4 		$3.1K Hold
100
– – ﹤0.01% 635
2023
Q3 		$2.88K Buy
+100
New +$3.01K ﹤0.01% 769

Other funds holding INKM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Impact Partnership Wealth's INKM Position: Q2 2024 in Review

Impact Partnership Wealth sold out of State Street Income Allocation ETF (INKM) in Q2 2024, closing a stake of 100 shares — an estimated $3.12K sold.

Impact Partnership Wealth first reported a position in INKM in Q3 2023 and held it in 3 quarters. The position peaked at $3.12K in Q1 2024. 16 funds tracked by Wall St. Rank hold INKM as of Q2 2024.

  • Impact Partnership Wealth reported no remaining State Street Income Allocation ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 100 State Street Income Allocation ETF shares in Q2 2024, an estimated $3.12K.
  • Impact Partnership Wealth first reported a position in State Street Income Allocation ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's State Street Income Allocation ETF position peaked at $3.12K in Q1 2024.
  • 16 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.