Simplicity Solutions’s State Street Income Allocation ETF INKM Stock Holding History

Simplicity Solutions’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 Q1	–	Sell	-530,385	Closed	-$18M	–	730
2020 Q4	$18M	Buy	+530,385	New	+$17.4M	0.27%	81
2020 Q3	–	Sell	-626,138	Closed	-$19M	–	900
2020 Q2	$19M	Buy	+626,138	New	+$18.5M	0.38%	59
2020 Q1	–	Sell	-264,200	Closed	-$9.06M	–	812
2019 Q4	$9.06M	Buy	264,200 +78,251	+42%	+$2.66M	0.28%	66
2019 Q3	$6.28M	Buy	+185,949	New	+$6.23M	0.26%	63

Other funds holding INKM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return