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Verus Capital Partners’s State Street Income Allocation ETF INKM Stock Holding History

Verus Capital Partners’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
2020
Q1 		– Sell
-750
Closed -$26K – 1538
2019
Q4 		$26K Buy
+750
New +$25.5K 0.01% 796

Other funds holding INKM

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Verus Capital Partners's INKM Position: Q1 2020 in Review

Verus Capital Partners sold out of State Street Income Allocation ETF (INKM) in Q1 2020, closing a stake of 750 shares — an estimated $26K sold.

Verus Capital Partners first reported a position in INKM in Q4 2019 and held it in 1 quarter. The position peaked at $26K in Q4 2019. 28 funds tracked by Wall St. Rank hold INKM as of Q1 2020.

  • Verus Capital Partners reported no remaining State Street Income Allocation ETF position as of Q1 2020 after selling out during the quarter.
  • Verus Capital Partners sold 750 State Street Income Allocation ETF shares in Q1 2020, an estimated $26K.
  • Verus Capital Partners first reported a position in State Street Income Allocation ETF in Q4 2019 and held it in 1 quarter.
  • Verus Capital Partners's State Street Income Allocation ETF position peaked at $26K in Q4 2019.
  • 28 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.