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

AE 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
2025 Q3	–	Sell	-360	Closed	-$11.6K	–	2329
2025 Q2	$11.6K	Hold	360	–	–	﹤0.01%	1852
2025 Q1	$11.4K	Hold	360	–	–	﹤0.01%	1838
2024 Q4	$11.3K	Buy	+360	New	+$11.6K	﹤0.01%	1824
2021 Q3	–	Sell	-109,669	Closed	-$3.91M	–	1673
2021 Q2	$3.91M	Sell	109,669 -23,325	-18%	-$830K	0.03%	436
2021 Q1	$4.6M	Sell	132,994 -412,660	-76%	-$14.2M	0.05%	334
2020 Q4	$18.5M	Buy	+545,654	New	+$17.9M	0.21%	111
2020 Q3	–	Sell	-637,640	Closed	-$19.4M	–	1323
2020 Q2	$19.4M	Buy	+637,640	New	+$18.8M	0.3%	78
2020 Q1	–	Sell	-266,314	Closed	-$9.13M	–	1198
2019 Q4	$9.13M	Buy	266,314 +80,130	+43%	+$2.73M	0.2%	102
2019 Q3	$6.29M	Buy	+186,184	New	+$6.24M	0.18%	105

Other funds holding INKM

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's INKM Position: Q3 2025 in Review

AE Wealth Management sold out of State Street Income Allocation ETF (INKM) in Q3 2025, closing a stake of 360 shares — an estimated $11.6K sold.

AE Wealth Management first reported a position in INKM in Q3 2019 and held it in 9 quarters. The position peaked at $19.4M in Q2 2020. 25 funds tracked by Wall St. Rank hold INKM as of Q3 2025.

AE Wealth Management reported no remaining State Street Income Allocation ETF position as of Q3 2025 after selling out during the quarter.
AE Wealth Management sold 360 State Street Income Allocation ETF shares in Q3 2025, an estimated $11.6K.
AE Wealth Management first reported a position in State Street Income Allocation ETF in Q3 2019 and held it in 9 quarters.
AE Wealth Management's State Street Income Allocation ETF position peaked at $19.4M in Q2 2020.
25 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.