LTFS
INKM icon

Ladenburg Thalmann Financial Services’s State Street Income Allocation ETF INKM Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$21K Buy
+600
New +$20.4K ﹤0.01% 4123
2013
Q3 		– Sell
-450
Closed -$13K – 3754
2013
Q2 		$13K Buy
+450
New +$14.3K ﹤0.01% 2572

Other funds holding INKM

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ladenburg Thalmann Financial Services's INKM Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services opened a new position in State Street Income Allocation ETF (INKM) in Q4 2019: 600 shares worth $21K. The stake represents ﹤0.01% of the portfolio and ranks #4123 among its holdings. This is a return to the name: Ladenburg Thalmann Financial Services previously reported a position in INKM as recently as Q2 2013.

Ladenburg Thalmann Financial Services first reported a position in INKM in Q2 2013 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold INKM as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 600 shares of State Street Income Allocation ETF worth $21K as of Q4 2019.
  • State Street Income Allocation ETF was a new Ladenburg Thalmann Financial Services position in Q4 2019.
  • State Street Income Allocation ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4123 holding.
  • Ladenburg Thalmann Financial Services first reported a position in State Street Income Allocation ETF in Q2 2013 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.