CX Institutional’s State Street Income Allocation ETF INKM Stock Holding History

CX Institutional’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	$20K	Sell	572 -11	-2%	-$379	﹤0.01%	1176
2026 Q1	$20K	Sell	583 -35	-6%	-$1.19K	﹤0.01%	1132
2025 Q4	$20K	Sell	618 -2	-0.3%	-$67	﹤0.01%	1105
2025 Q3	$21K	Sell	620 -1	-0.2%	-$33	﹤0.01%	1091
2025 Q2	$20K	Sell	621 -12	-2%	-$382	﹤0.01%	962
2025 Q1	$20K	Buy	+633	New	+$20.2K	﹤0.01%	940
2022 Q4	–	Sell	-8,574	Closed	-$242K	–	529
2022 Q3	$242K	Buy	8,574 +1,375	+19%	+$42.5K	0.02%	419
2022 Q2	$221K	Sell	7,199 -18	-0.2%	-$583	0.02%	418
2022 Q1	$246K	Buy	7,217 +512	+8%	+$17.6K	0.02%	334
2021 Q4	$237K	Sell	6,705 -227	-3%	-$8.07K	0.02%	307
2021 Q3	$243K	Sell	6,932 -117	-2%	-$4.17K	0.02%	337
2021 Q2	$251K	Buy	7,049 +56	+0.8%	+$1.99K	0.02%	315
2021 Q1	$242K	Sell	6,993 -10,246	-59%	-$352K	0.02%	286
2020 Q4	$584K	Sell	17,239 -1,687	-9%	-$55.2K	0.06%	227
2020 Q3	$588K	Buy	18,926 +1,859	+11%	+$58.2K	0.06%	197
2020 Q2	$518K	Buy	17,067 +1,628	+11%	+$48.1K	0.07%	193
2020 Q1	$425K	Buy	15,439 +5,223	+51%	+$170K	0.07%	186
2019 Q4	$350K	Sell	10,216 -58	-0.6%	-$1.97K	0.06%	167
2019 Q3	$347K	Buy	10,274 +359	+4%	+$12K	0.06%	184
2019 Q2	$330K	Buy	9,915 +4,835	+95%	+$160K	0.05%	185
2019 Q1	$167K	Buy	5,080 +3,739	+279%	+$120K	0.03%	225
2018 Q4	$41K	Sell	1,341 -1,501	-53%	-$47.7K	0.01%	277
2018 Q3	$92K	Buy	2,842 +1,902	+202%	+$62.4K	0.03%	151
2018 Q2	$30K	Buy	+940	New	+$30.8K	0.01%	181

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

CX Institutional's INKM Position: Q2 2026 in Review

CX Institutional reduced its State Street Income Allocation ETF (INKM) stake by 1.9% in Q2 2026, selling an estimated $379 and leaving 572 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

CX Institutional first reported a position in INKM in Q2 2018 and has held it in 24 quarters since. The position peaked at $588K in Q3 2020. 23 funds tracked by Wall St. Rank hold INKM as of Q2 2026.

CX Institutional held 572 shares of State Street Income Allocation ETF worth $20K as of Q2 2026.
CX Institutional sold 11 State Street Income Allocation ETF shares in Q2 2026, an estimated $379.
State Street Income Allocation ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1176 holding.
CX Institutional first reported a position in State Street Income Allocation ETF in Q2 2018 and has held it in 24 quarters since.
CX Institutional's State Street Income Allocation ETF position peaked at $588K in Q3 2020.
23 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.