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

Lloyd Advisory 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
2021 Q3	–	Sell	-12	Closed	–	–	408
2021 Q2	$0	Buy	12 +1	+9%	+$36	﹤0.01%	410
2021 Q1	$0	Buy	11 +1	+10%	+$34	﹤0.01%	395
2020 Q4	$0	Buy	+10	New	+$327	﹤0.01%	374
2020 Q3	–	Sell	-100	Closed	-$3K	–	356
2020 Q2	$3K	Buy	+100	New	+$2.96K	﹤0.01%	252

Other funds holding INKM

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

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Lloyd Advisory Services's INKM Position: Q3 2021 in Review

Lloyd Advisory Services sold out of State Street Income Allocation ETF (INKM) in Q3 2021, closing a stake of 12 shares.

Lloyd Advisory Services first reported a position in INKM in Q2 2020 and held it in 4 quarters. The position peaked at $3K in Q2 2020. 23 funds tracked by Wall St. Rank hold INKM as of Q3 2021.

Lloyd Advisory Services reported no remaining State Street Income Allocation ETF position as of Q3 2021 after selling out during the quarter.
Lloyd Advisory Services sold 12 State Street Income Allocation ETF shares in Q3 2021.
Lloyd Advisory Services first reported a position in State Street Income Allocation ETF in Q2 2020 and held it in 4 quarters.
Lloyd Advisory Services's State Street Income Allocation ETF position peaked at $3K in Q2 2020.
23 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q3 2021.

Based on Lloyd Advisory Services's 13F filing for Q3 2021, filed 21 Oct 2021.