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Private Advisor Group’s State Street Income Allocation ETF INKM Stock Holding History

Private Advisor Group’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
2020
Q3 		– Sell
-1,231
Closed -$37K – 2488
2020
Q2 		$37K Buy
+1,231
New +$36.4K ﹤0.01% 2253

Other funds holding INKM

State Street
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
DA
Detalus Advisors St. Louis, Missouri $438M AUM 17.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Advisor Group's INKM Position: Q3 2020 in Review

Private Advisor Group sold out of State Street Income Allocation ETF (INKM) in Q3 2020, closing a stake of 1,231 shares — an estimated $37K sold.

Private Advisor Group first reported a position in INKM in Q2 2020 and held it in 1 quarter. The position peaked at $37K in Q2 2020. 23 funds tracked by Wall St. Rank hold INKM as of Q3 2020.

  • Private Advisor Group reported no remaining State Street Income Allocation ETF position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 1,231 State Street Income Allocation ETF shares in Q3 2020, an estimated $37K.
  • Private Advisor Group first reported a position in State Street Income Allocation ETF in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's State Street Income Allocation ETF position peaked at $37K in Q2 2020.
  • 23 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.