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Moran Wealth Management’s State Street Income Allocation ETF INKM Stock Holding History

Moran Wealth Management’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
2023
Q2 		– Sell
-119,641
Closed -$3.63M – 400
2023
Q1 		$3.63M Buy
119,641
+13,751
+13% +$420K 0.14% 181
2022
Q4 		$3.12M Buy
+105,890
New +$3.12M 0.12% 184

Other funds holding INKM

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moran Wealth Management's INKM Position: Q2 2023 in Review

Moran Wealth Management sold out of State Street Income Allocation ETF (INKM) in Q2 2023, closing a stake of 119,641 shares — an estimated $3.63M sold.

Moran Wealth Management first reported a position in INKM in Q4 2022 and held it in 2 quarters. The position peaked at $3.63M in Q1 2023. 15 funds tracked by Wall St. Rank hold INKM as of Q2 2023.

  • Moran Wealth Management reported no remaining State Street Income Allocation ETF position as of Q2 2023 after selling out during the quarter.
  • Moran Wealth Management sold 119,641 State Street Income Allocation ETF shares in Q2 2023, an estimated $3.63M.
  • Moran Wealth Management first reported a position in State Street Income Allocation ETF in Q4 2022 and held it in 2 quarters.
  • Moran Wealth Management's State Street Income Allocation ETF position peaked at $3.63M in Q1 2023.
  • 15 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q2 2023.

Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.