Old Mission Capital’s State Street Income Allocation ETF INKM Stock Holding History

Old Mission Capital’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 Q1	–	Sell	-12,677	Closed	-$374K	–	1581
2022 Q4	$374K	Buy	+12,677	New	+$373K	0.01%	840
2021 Q3	–	Sell	-10,278	Closed	-$366K	–	1119
2021 Q2	$366K	Sell	10,278 -11,356	-52%	-$404K	0.01%	721
2021 Q1	$749K	Buy	+21,634	New	+$744K	0.04%	426

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

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

MWM

Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Old Mission Capital's INKM Position: Q1 2023 in Review

Old Mission Capital sold out of State Street Income Allocation ETF (INKM) in Q1 2023, closing a stake of 12,677 shares — an estimated $374K sold.

Old Mission Capital first reported a position in INKM in Q1 2021 and held it in 3 quarters. The position peaked at $749K in Q1 2021. 21 funds tracked by Wall St. Rank hold INKM as of Q1 2023.

Old Mission Capital reported no remaining State Street Income Allocation ETF position as of Q1 2023 after selling out during the quarter.
Old Mission Capital sold 12,677 State Street Income Allocation ETF shares in Q1 2023, an estimated $374K.
Old Mission Capital first reported a position in State Street Income Allocation ETF in Q1 2021 and held it in 3 quarters.
Old Mission Capital's State Street Income Allocation ETF position peaked at $749K in Q1 2021.
21 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q1 2023.

Based on Old Mission Capital's 13F filing for Q1 2023, filed 12 May 2023.