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NBC Securities’s State Street Income Allocation ETF INKM Stock Holding History

NBC Securities’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
2025
Q3 		– Sell
-399
Closed -$12K – 2833
2025
Q2 		$12K Hold
399
– – ﹤0.01% 1893
2025
Q1 		$12K Buy
+399
New +$12.7K ﹤0.01% 1677
2024
Q4 		– Sell
-883
Closed -$28K – 1657
2024
Q3 		$28K Hold
883
– – ﹤0.01% 1366
2024
Q2 		$27K Hold
883
– – ﹤0.01% 1343
2024
Q1 		$27K Sell
883
-33
-4% -$1.02K ﹤0.01% 1348
2023
Q4 		$28K Sell
916
-57
-6% -$1.67K ﹤0.01% 1331
2023
Q3 		$28K Buy
+973
New +$29.3K ﹤0.01% 1315

Other funds holding INKM

ECA
Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return