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 Q3	–	Sell	-1,719	Closed	-$59K	–	1018
2021 Q2	$59K	Hold	1,719	–	–	﹤0.01%	436
2021 Q1	$59K	Buy	+1,719	New	+$59.1K	0.01%	329

Other funds holding INKM

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Stonebridge Capital Advisors sold out of State Street Income Allocation ETF (INKM) in Q3 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 2 quarters. The position peaked at $59K in Q2 2021. 23 funds tracked by Wall St. Rank hold INKM as of Q3 2021.

Stonebridge Capital Advisors reported no remaining State Street Income Allocation ETF position as of Q3 2021 after selling out during the quarter.
Stonebridge Capital Advisors sold 1,719 State Street Income Allocation ETF shares in Q3 2021, an estimated $59K.
Stonebridge Capital Advisors first reported a position in State Street Income Allocation ETF in Q1 2021 and held it in 2 quarters.
Stonebridge Capital Advisors's State Street Income Allocation ETF position peaked at $59K in Q2 2021.
23 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q3 2021.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.