Elevation Capital Advisory’s State Street Income Allocation ETF INKM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-165,260
Closed -$5.47M 70
2025
Q3
$5.47M Buy
+165,260
New +$5.43M 2.19% 20
2021
Q2
$9.22M Buy
+259,022
New +$9.22M 5.17% 12

Other funds holding INKM

Elevation Capital Advisory's INKM Position: Q4 2025 in Review

Elevation Capital Advisory sold out of State Street Income Allocation ETF (INKM) in Q4 2025, closing a stake of 165,260 shares — an estimated $5.47M sold.

Elevation Capital Advisory first reported a position in INKM in Q2 2021 and held it in 2 quarters. The position peaked at $9.22M in Q2 2021. 21 funds tracked by Wall St. Rank hold INKM as of Q4 2025.

  • Elevation Capital Advisory reported no remaining State Street Income Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • Elevation Capital Advisory sold 165,260 State Street Income Allocation ETF shares in Q4 2025, an estimated $5.47M.
  • Elevation Capital Advisory first reported a position in State Street Income Allocation ETF in Q2 2021 and held it in 2 quarters.
  • Elevation Capital Advisory's State Street Income Allocation ETF position peaked at $9.22M in Q2 2021.
  • 21 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q4 2025.

Based on Elevation Capital Advisory's 13F filing for Q4 2025, filed 26 Jan 2026.