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

Stonebridge 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
Q2 		– Sell
-1,719
Closed -$59K – 950
2021
Q1 		$59K Buy
+1,719
New +$59.1K 0.01% 329

Other funds holding INKM

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stonebridge Capital Advisors's INKM Position: Q2 2021 in Review

Stonebridge Capital Advisors sold out of State Street Income Allocation ETF (INKM) in Q2 2021, closing a stake of 1,719 shares — an estimated $59K sold.

Stonebridge Capital Advisors first reported a position in INKM in Q1 2021 and held it in 1 quarter. The position peaked at $59K in Q1 2021. 28 funds tracked by Wall St. Rank hold INKM as of Q2 2021.

  • Stonebridge Capital Advisors reported no remaining State Street Income Allocation ETF position as of Q2 2021 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 1,719 State Street Income Allocation ETF shares in Q2 2021, an estimated $59K.
  • Stonebridge Capital Advisors first reported a position in State Street Income Allocation ETF in Q1 2021 and held it in 1 quarter.
  • Stonebridge Capital Advisors's State Street Income Allocation ETF position peaked at $59K in Q1 2021.
  • 28 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q2 2021.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.