Tiller Private Wealth’s State Street Income Allocation ETF INKM Stock Holding History

Tiller Private Wealth’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
2023 Q2	–	Sell	-18,092	Closed	-$549K	–	47
2023 Q1	$549K	Sell	18,092 -16,425	-48%	-$501K	0.31%	23
2022 Q4	$1.02M	Sell	34,517 -18,097	-34%	-$533K	0.6%	19
2022 Q3	$1.49M	Buy	52,614 +2,030	+4%	+$62.7K	0.96%	19
2022 Q2	$1.55M	Buy	+50,584	New	+$1.64M	0.95%	20

Other funds holding INKM

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

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

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

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

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return

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

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Tiller Private Wealth's INKM Position: Q2 2023 in Review

Tiller Private Wealth sold out of State Street Income Allocation ETF (INKM) in Q2 2023, closing a stake of 18,092 shares — an estimated $549K sold.

Tiller Private Wealth first reported a position in INKM in Q2 2022 and held it in 4 quarters. The position peaked at $1.55M in Q2 2022. 15 funds tracked by Wall St. Rank hold INKM as of Q2 2023.

Tiller Private Wealth reported no remaining State Street Income Allocation ETF position as of Q2 2023 after selling out during the quarter.
Tiller Private Wealth sold 18,092 State Street Income Allocation ETF shares in Q2 2023, an estimated $549K.
Tiller Private Wealth first reported a position in State Street Income Allocation ETF in Q2 2022 and held it in 4 quarters.
Tiller Private Wealth's State Street Income Allocation ETF position peaked at $1.55M in Q2 2022.
15 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q2 2023.

Based on Tiller Private Wealth's 13F filing for Q2 2023, filed 10 Aug 2023.