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 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 $357M AUM 20.31% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

AlphaStar Capital Management's INKM Position: Q1 2026 in Review

AlphaStar Capital Management reduced its State Street Income Allocation ETF (INKM) stake by 5.4% in Q1 2026, selling an estimated $20.1K and leaving 10,270 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #183.

AlphaStar Capital Management first reported a position in INKM in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.16M in Q3 2021. 20 funds tracked by Wall St. Rank hold INKM as of Q1 2026.

AlphaStar Capital Management held 10,270 shares of State Street Income Allocation ETF worth $344K as of Q1 2026.
AlphaStar Capital Management sold 591 State Street Income Allocation ETF shares in Q1 2026, an estimated $20.1K.
State Street Income Allocation ETF made up 0.03% of AlphaStar Capital Management's portfolio in Q1 2026, its #183 holding.
AlphaStar Capital Management first reported a position in State Street Income Allocation ETF in Q1 2020 and has held it in 25 quarters since.
AlphaStar Capital Management's State Street Income Allocation ETF position peaked at $7.16M in Q3 2021.
20 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q1 2026.

Based on AlphaStar Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.