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 $3.38T AUM 44.17% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Simplicity Solutions's INKM Position: Q1 2021 in Review

Simplicity Solutions sold out of State Street Income Allocation ETF (INKM) in Q1 2021, closing a stake of 530,385 shares — an estimated $18M sold.

Simplicity Solutions first reported a position in INKM in Q3 2019 and held it in 4 quarters. The position peaked at $19M in Q2 2020. 29 funds tracked by Wall St. Rank hold INKM as of Q1 2021.

Simplicity Solutions reported no remaining State Street Income Allocation ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 530,385 State Street Income Allocation ETF shares in Q1 2021, an estimated $18M.
Simplicity Solutions first reported a position in State Street Income Allocation ETF in Q3 2019 and held it in 4 quarters.
Simplicity Solutions's State Street Income Allocation ETF position peaked at $19M in Q2 2020.
29 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.