Kestra Advisory Services’s State Street Income Allocation ETF INKM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-7,000
Closed -$248K 2069
2021
Q4
$248K Sell
7,000
-281
-4% -$9.98K ﹤0.01% 1737
2021
Q3
$256K Buy
7,281
+11
+0.2% +$392 ﹤0.01% 1800
2021
Q2
$259K Buy
7,270
+18
+0.2% +$641 ﹤0.01% 1668
2021
Q1
$251K Buy
+7,252
New +$249K ﹤0.01% 1574

Other funds holding INKM

Kestra Advisory Services's INKM Position: Q1 2022 in Review

Kestra Advisory Services sold out of State Street Income Allocation ETF (INKM) in Q1 2022, closing a stake of 7,000 shares — an estimated $248K sold.

Kestra Advisory Services first reported a position in INKM in Q1 2021 and held it in 4 quarters. The position peaked at $259K in Q2 2021. 20 funds tracked by Wall St. Rank hold INKM as of Q1 2022.

  • Kestra Advisory Services reported no remaining State Street Income Allocation ETF position as of Q1 2022 after selling out during the quarter.
  • Kestra Advisory Services sold 7,000 State Street Income Allocation ETF shares in Q1 2022, an estimated $248K.
  • Kestra Advisory Services first reported a position in State Street Income Allocation ETF in Q1 2021 and held it in 4 quarters.
  • Kestra Advisory Services's State Street Income Allocation ETF position peaked at $259K in Q2 2021.
  • 20 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q1 2022.

Based on Kestra Advisory Services's 13F filing for Q1 2022, filed 26 Apr 2022.