Envestnet Asset Management’s State Street Income Allocation ETF INKM Stock Holding History

Envestnet Asset 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	$2.31M	Sell	69,024 -688	-1%	-$23.4K	﹤0.01%	2904
2025 Q4	$2.3M	Buy	69,712 +13,899	+25%	+$462K	﹤0.01%	2721
2025 Q3	$1.85M	Buy	55,813 +3,077	+6%	+$101K	﹤0.01%	2929
2025 Q2	$1.7M	Sell	52,736 -3,589	-6%	-$114K	﹤0.01%	2935
2025 Q1	$1.79M	Buy	+56,325	New	+$1.79M	﹤0.01%	2810
2022 Q3	–	Sell	-132,134	Closed	-$4.06M	–	3968
2022 Q2	$4.06M	Sell	132,134 -7,101	-5%	-$230K	﹤0.01%	1641
2022 Q1	$4.75M	Sell	139,235 -11,551	-8%	-$397K	﹤0.01%	1636
2021 Q4	$5.34M	Sell	150,786 -4,777	-3%	-$170K	﹤0.01%	1570
2021 Q3	$5.46M	Sell	155,563 -10,127	-6%	-$361K	﹤0.01%	1488
2021 Q2	$5.9M	Buy	165,690 +197	+0.1%	+$7.01K	﹤0.01%	1413
2021 Q1	$5.73M	Sell	165,493 -12,068	-7%	-$415K	﹤0.01%	1346
2020 Q4	$6.01M	Buy	177,561 +2,877	+2%	+$94.1K	﹤0.01%	1183
2020 Q3	$5.43M	Sell	174,684 -4,923	-3%	-$154K	﹤0.01%	1125
2020 Q2	$5.45M	Buy	+179,607	New	+$5.31M	0.01%	1083
2018 Q3	–	Sell	-7,507	Closed	-$243K	–	1911
2018 Q2	$243K	Buy	7,507 +41	+0.5%	+$1.34K	﹤0.01%	1584
2018 Q1	$247K	Sell	7,466 -4,336	-37%	-$144K	﹤0.01%	1485
2017 Q4	$397K	Hold	11,802	–	–	﹤0.01%	1584
2017 Q3	$390K	Buy	11,802 +589	+5%	+$19.4K	﹤0.01%	1576
2017 Q2	$362K	Hold	11,213	–	–	﹤0.01%	1646
2017 Q1	$354K	Buy	11,213 +148	+1%	+$4.62K	﹤0.01%	1683
2016 Q4	$337K	Sell	11,065 -669	-6%	-$20.6K	﹤0.01%	1672
2016 Q3	$372K	Sell	11,734 -71,262	-86%	-$2.26M	﹤0.01%	1731
2016 Q2	$2.59M	Buy	82,996 +2,560	+3%	+$78.6K	0.01%	898
2016 Q1	$2.44M	Sell	80,436 -15,783	-16%	-$461K	0.01%	888
2015 Q4	$2.85M	Sell	96,219 -107,028	-53%	-$3.24M	0.01%	792
2015 Q3	$6.01M	Sell	203,247 -7,026	-3%	-$216K	0.03%	486
2015 Q2	$6.55M	Buy	210,273 +97,785	+87%	+$3.16M	0.03%	502
2015 Q1	$3.66M	Buy	+112,488	New	+$3.67M	0.02%	697

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management's INKM Position: Q1 2026 in Review

Envestnet Asset Management reduced its State Street Income Allocation ETF (INKM) stake by 0.99% in Q1 2026, selling an estimated $23.4K and leaving 69,024 shares worth $2.31M. The position accounts for ﹤0.01% of the portfolio, ranked #2904.

Envestnet Asset Management first reported a position in INKM in Q1 2015 and has held it in 28 quarters since. The position peaked at $6.55M in Q2 2015. 20 funds tracked by Wall St. Rank hold INKM as of Q1 2026.

Envestnet Asset Management held 69,024 shares of State Street Income Allocation ETF worth $2.31M as of Q1 2026.
Envestnet Asset Management sold 688 State Street Income Allocation ETF shares in Q1 2026, an estimated $23.4K.
State Street Income Allocation ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2904 holding.
Envestnet Asset Management first reported a position in State Street Income Allocation ETF in Q1 2015 and has held it in 28 quarters since.
Envestnet Asset Management's State Street Income Allocation ETF position peaked at $6.55M in Q2 2015.
20 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.