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Synergy Asset Management’s State Street Income Allocation ETF INKM Stock Holding History

Synergy Asset Management’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
2025
Q1 		– Sell
-122,890
Closed -$4.03M – 440
2024
Q4 		$4.03M Hold
122,890
– – 0.31% 57
2024
Q3 		$4.03M Buy
+122,890
New +$3.93M 0.61% 36

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Morgan Stanley
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RL
Retireful LLC Haslett, Michigan $107M AUM 165.49% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Synergy Asset Management's INKM Position: Q1 2025 in Review

Synergy Asset Management sold out of State Street Income Allocation ETF (INKM) in Q1 2025, closing a stake of 122,890 shares — an estimated $4.03M sold.

Synergy Asset Management first reported a position in INKM in Q3 2024 and held it in 2 quarters. The position peaked at $4.03M in Q4 2024. 24 funds tracked by Wall St. Rank hold INKM as of Q1 2025.

  • Synergy Asset Management reported no remaining State Street Income Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 122,890 State Street Income Allocation ETF shares in Q1 2025, an estimated $4.03M.
  • Synergy Asset Management first reported a position in State Street Income Allocation ETF in Q3 2024 and held it in 2 quarters.
  • Synergy Asset Management's State Street Income Allocation ETF position peaked at $4.03M in Q4 2024.
  • 24 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.