Cambridge Investment Research Advisors’s State Street Income Allocation ETF INKM Stock Holding History

Cambridge Investment Research 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
2026 Q2	$1.18M	Sell	34,271 -234	-0.7%	-$8.05K	﹤0.01%	2150
2026 Q1	$1.16M	Sell	34,505 -9,252	-21%	-$315K	﹤0.01%	2039
2025 Q4	$1.44M	Sell	43,757 -23,572	-35%	-$784K	﹤0.01%	1808
2025 Q3	$2.23M	Buy	67,329 +1,489	+2%	+$48.9K	0.01%	1421
2025 Q2	$2.13M	Buy	65,840 +109	+0.2%	+$3.47K	0.01%	1385
2025 Q1	$2.09M	Buy	65,731 +5,707	+10%	+$182K	0.01%	1304
2024 Q4	$1.88M	Buy	60,024 +1,358	+2%	+$43.9K	0.01%	1400
2024 Q3	$1.92M	Buy	58,666 +1,357	+2%	+$43.4K	0.01%	1378
2024 Q2	$1.76M	Buy	57,309 +8,543	+18%	+$264K	0.01%	1367
2024 Q1	$1.52M	Buy	48,766 +32,170	+194%	+$991K	0.01%	1444
2023 Q4	$515K	Sell	16,596 -497	-3%	-$14.6K	﹤0.01%	2154
2023 Q3	$492K	Sell	17,093 -240	-1%	-$7.22K	﹤0.01%	2095
2023 Q2	$525K	Sell	17,333 -1,400	-7%	-$42.3K	﹤0.01%	2100
2023 Q1	$568K	Buy	18,733 +960	+5%	+$29.3K	﹤0.01%	1997
2022 Q4	$524K	Sell	17,773 -1,833	-9%	-$54K	﹤0.01%	1976
2022 Q3	$553K	Sell	19,606 -8,022	-29%	-$248K	﹤0.01%	1870
2022 Q2	$850K	Buy	27,628 +7,718	+39%	+$250K	﹤0.01%	1582
2022 Q1	$679K	Sell	19,910 -2,261	-10%	-$77.8K	﹤0.01%	1864
2021 Q4	$785K	Sell	22,171 -1,471	-6%	-$52.3K	﹤0.01%	1751
2021 Q3	$830K	Buy	23,642 +225	+1%	+$8.03K	﹤0.01%	1678
2021 Q2	$834K	Buy	23,417 +3,210	+16%	+$114K	﹤0.01%	1670
2021 Q1	$699K	Sell	20,207 -2,796	-12%	-$96.2K	﹤0.01%	1661
2020 Q4	$779K	Buy	23,003 +740	+3%	+$24.2K	﹤0.01%	1470
2020 Q3	$692K	Buy	22,263 +7	+0%	+$219	﹤0.01%	1403
2020 Q2	$676K	Sell	22,256 -2,765	-11%	-$81.7K	0.01%	1365
2020 Q1	$688K	Sell	25,021 -2,156	-8%	-$70.3K	0.01%	1181
2019 Q4	$932K	Buy	27,177 +1,552	+6%	+$52.8K	0.01%	1186
2019 Q3	$865K	Buy	25,625 +5,525	+27%	+$185K	0.01%	1151
2019 Q2	$669K	Buy	20,100 +2,390	+13%	+$79K	0.01%	1256
2019 Q1	$581K	Buy	17,710 +299	+2%	+$9.62K	0.01%	1387
2018 Q4	$533K	Buy	+17,411	New	+$553K	0.01%	1280

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

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

RPC

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

Cambridge Investment Research Advisors's INKM Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its State Street Income Allocation ETF (INKM) stake by 0.68% in Q2 2026, selling an estimated $8.05K and leaving 34,271 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

Cambridge Investment Research Advisors first reported a position in INKM in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.23M in Q3 2025. 23 funds tracked by Wall St. Rank hold INKM as of Q2 2026.

Cambridge Investment Research Advisors held 34,271 shares of State Street Income Allocation ETF worth $1.18M as of Q2 2026.
Cambridge Investment Research Advisors sold 234 State Street Income Allocation ETF shares in Q2 2026, an estimated $8.05K.
State Street Income Allocation ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2150 holding.
Cambridge Investment Research Advisors first reported a position in State Street Income Allocation ETF in Q4 2018 and has held it in 31 quarters since.
Cambridge Investment Research Advisors's State Street Income Allocation ETF position peaked at $2.23M in Q3 2025.
23 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.