Northwestern Mutual Wealth Management
INKM icon

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

Northwestern Mutual 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
2024
Q3 		– Sell
-80
Closed -$2.45K – 3714
2024
Q2 		$2.45K Hold
80
– – ﹤0.01% 3056
2024
Q1 		$2.5K Buy
+80
New +$2.46K ﹤0.01% 3005

Other funds holding INKM

SAM
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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $107M AUM 165.49% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management's INKM Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of State Street Income Allocation ETF (INKM) in Q3 2024, closing a stake of 80 shares — an estimated $2.45K sold.

Northwestern Mutual Wealth Management first reported a position in INKM in Q1 2024 and held it in 2 quarters. The position peaked at $2.5K in Q1 2024. 20 funds tracked by Wall St. Rank hold INKM as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining State Street Income Allocation ETF position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 80 State Street Income Allocation ETF shares in Q3 2024, an estimated $2.45K.
  • Northwestern Mutual Wealth Management first reported a position in State Street Income Allocation ETF in Q1 2024 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's State Street Income Allocation ETF position peaked at $2.5K in Q1 2024.
  • 20 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.