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

United Capital Financial 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 Q1	–	Sell	-9,323	Closed	-$316K	–	1213
2020 Q4	$316K	Sell	9,323 -3,472	-27%	-$114K	﹤0.01%	975
2020 Q3	$397K	Sell	12,795 -2,132	-14%	-$66.8K	﹤0.01%	885
2020 Q2	$453K	Sell	14,927 -7,073	-32%	-$209K	﹤0.01%	904
2020 Q1	$605K	Sell	22,000 -940	-4%	-$30.6K	0.01%	760
2019 Q4	$787K	Buy	22,940 +2,848	+14%	+$96.9K	0.01%	861
2019 Q3	$678K	Buy	+20,092	New	+$674K	﹤0.01%	855

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

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 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

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

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

United Capital Financial Advisors's INKM Position: Q1 2021 in Review

United Capital Financial Advisors sold out of State Street Income Allocation ETF (INKM) in Q1 2021, closing a stake of 9,323 shares — an estimated $316K sold.

United Capital Financial Advisors first reported a position in INKM in Q3 2019 and held it in 6 quarters. The position peaked at $787K in Q4 2019. 30 funds tracked by Wall St. Rank hold INKM as of Q1 2021.

United Capital Financial Advisors reported no remaining State Street Income Allocation ETF position as of Q1 2021 after selling out during the quarter.
United Capital Financial Advisors sold 9,323 State Street Income Allocation ETF shares in Q1 2021, an estimated $316K.
United Capital Financial Advisors first reported a position in State Street Income Allocation ETF in Q3 2019 and held it in 6 quarters.
United Capital Financial Advisors's State Street Income Allocation ETF position peaked at $787K in Q4 2019.
30 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q1 2021.

Based on United Capital Financial Advisors's 13F filing for Q1 2021, filed 14 May 2021.