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Providence Capital Advisors’s State Street Income Allocation ETF INKM Stock Holding History

Providence Capital Advisors’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
2021
Q3 		– Sell
-500
Closed -$18K – 324
2021
Q2 		$18K Buy
+500
New +$17.8K 0.01% 195

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Providence Capital Advisors's INKM Position: Q3 2021 in Review

Providence Capital Advisors sold out of State Street Income Allocation ETF (INKM) in Q3 2021, closing a stake of 500 shares — an estimated $18K sold.

Providence Capital Advisors first reported a position in INKM in Q2 2021 and held it in 1 quarter. The position peaked at $18K in Q2 2021. 23 funds tracked by Wall St. Rank hold INKM as of Q3 2021.

  • Providence Capital Advisors reported no remaining State Street Income Allocation ETF position as of Q3 2021 after selling out during the quarter.
  • Providence Capital Advisors sold 500 State Street Income Allocation ETF shares in Q3 2021, an estimated $18K.
  • Providence Capital Advisors first reported a position in State Street Income Allocation ETF in Q2 2021 and held it in 1 quarter.
  • Providence Capital Advisors's State Street Income Allocation ETF position peaked at $18K in Q2 2021.
  • 23 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q3 2021.

Based on Providence Capital Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.