AlphaStar Capital Management’s State Street Income Allocation ETF INKM Stock Holding History

AlphaStar Capital 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
2026 Q2	$353K	Hold	10,270	–	–	0.02%	218
2026 Q1	$344K	Sell	10,270 -591	-5%	-$20.1K	0.03%	183
2025 Q4	$358K	Hold	10,861	–	–	0.03%	193
2025 Q3	$360K	Sell	10,861 -13	-0.1%	-$427	0.03%	149
2025 Q2	$351K	Hold	10,874	–	–	0.02%	270
2025 Q1	$346K	Hold	10,874	–	–	0.03%	147
2024 Q4	$340K	Sell	10,874 -12,147	-53%	-$393K	0.04%	157
2024 Q3	$755K	Sell	23,021 -61	-0.3%	-$1.95K	0.06%	186
2024 Q2	$708K	Sell	23,082 -657	-3%	-$20.3K	0.07%	167
2024 Q1	$741K	Sell	23,739 -2,824	-11%	-$87K	0.08%	149
2023 Q4	$824K	Sell	26,563 -455	-2%	-$13.4K	0.08%	131
2023 Q3	$778K	Sell	27,018 -34	-0.1%	-$1.02K	0.1%	130
2023 Q2	$820K	Sell	27,052 -118,835	-81%	-$3.59M	0.09%	142
2023 Q1	$4.33M	Buy	145,887 +28,424	+24%	+$867K	0.37%	41
2022 Q4	$3.46M	Sell	117,463 -9,905	-8%	-$292K	0.36%	49
2022 Q3	$3.6M	Sell	127,368 -8,510	-6%	-$263K	0.39%	45
2022 Q2	$4.18M	Sell	135,878 -6,944	-5%	-$225K	0.39%	45
2022 Q1	$4.87M	Sell	142,822 -9,360	-6%	-$322K	0.39%	48
2021 Q4	$5.39M	Sell	152,182 -50,849	-25%	-$1.81M	0.43%	51
2021 Q3	$7.16M	Buy	203,031 +36,905	+22%	+$1.32M	0.49%	49
2021 Q2	$5.92M	Sell	166,126 -264	-0.2%	-$9.39K	0.76%	28
2021 Q1	$5.76M	Sell	166,390 -130	-0.1%	-$4.47K	0.89%	22
2020 Q4	$5.68M	Sell	166,520 -8,397	-5%	-$275K	0.96%	19
2020 Q3	$5.51M	Sell	174,917 -3,577	-2%	-$112K	1.1%	20
2020 Q2	$5.54M	Sell	178,494 -10,099	-5%	-$298K	1.18%	16
2020 Q1	$5.36M	Buy	+188,593	New	+$6.15M	1.26%	8

Other funds holding INKM

MWM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

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

AlphaStar Capital Management's INKM Position: Q2 2026 in Review

AlphaStar Capital Management held its State Street Income Allocation ETF (INKM) position steady in Q2 2026 at 10,270 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #218.

AlphaStar Capital Management first reported a position in INKM in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.16M in Q3 2021. 23 funds tracked by Wall St. Rank hold INKM as of Q2 2026.

AlphaStar Capital Management held 10,270 shares of State Street Income Allocation ETF worth $353K as of Q2 2026.
AlphaStar Capital Management left its State Street Income Allocation ETF share count unchanged in Q2 2026.
State Street Income Allocation ETF made up 0.02% of AlphaStar Capital Management's portfolio in Q2 2026, its #218 holding.
AlphaStar Capital Management first reported a position in State Street Income Allocation ETF in Q1 2020 and has held it in 26 quarters since.
AlphaStar Capital Management's State Street Income Allocation ETF position peaked at $7.16M in Q3 2021.
23 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q2 2026.

Based on AlphaStar Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.