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Tradition Wealth Management’s State Street Income Allocation ETF INKM Stock Holding History

Tradition Wealth 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
2021
Q1 		– Sell
-26
Closed -$1K – 909
2020
Q4 		$1K Buy
+26
New +$851 ﹤0.01% 995

Other funds holding INKM

State Street
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tradition Wealth Management's INKM Position: Q1 2021 in Review

Tradition Wealth Management sold out of State Street Income Allocation ETF (INKM) in Q1 2021, closing a stake of 26 shares — an estimated $1K sold.

Tradition Wealth Management first reported a position in INKM in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 30 funds tracked by Wall St. Rank hold INKM as of Q1 2021.

  • Tradition Wealth Management reported no remaining State Street Income Allocation ETF position as of Q1 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 26 State Street Income Allocation ETF shares in Q1 2021, an estimated $1K.
  • Tradition Wealth Management first reported a position in State Street Income Allocation ETF in Q4 2020 and held it in 1 quarter.
  • Tradition Wealth Management's State Street Income Allocation ETF position peaked at $1K in Q4 2020.
  • 30 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q1 2021.

Based on Tradition Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.