Mariner
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Mariner’s State Street Income Allocation ETF INKM Stock Holding History

Mariner’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
Q1 		– Sell
-6,925
Closed -$215K – 3185
2023
Q4 		$215K Buy
+6,925
New +$203K ﹤0.01% 2636

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
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Mariner's INKM Position: Q1 2024 in Review

Mariner sold out of State Street Income Allocation ETF (INKM) in Q1 2024, closing a stake of 6,925 shares — an estimated $215K sold.

Mariner first reported a position in INKM in Q4 2023 and held it in 1 quarter. The position peaked at $215K in Q4 2023. 23 funds tracked by Wall St. Rank hold INKM as of Q1 2024.

  • Mariner reported no remaining State Street Income Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Mariner sold 6,925 State Street Income Allocation ETF shares in Q1 2024, an estimated $215K.
  • Mariner first reported a position in State Street Income Allocation ETF in Q4 2023 and held it in 1 quarter.
  • Mariner's State Street Income Allocation ETF position peaked at $215K in Q4 2023.
  • 23 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q1 2024.

Based on Mariner's 13F filing for Q1 2024, filed 15 May 2024.