Future Financial Wealth Management’s State Street Income Allocation ETF INKM Stock Holding History

Future Financial Wealth 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
2025 Q4	–	Sell	-635	Closed	-$21K	–	263
2025 Q3	$21K	Buy	635 +7	+1%	+$230	0.01%	333
2025 Q2	$20.3K	Buy	628 +10	+2%	+$319	0.01%	322
2025 Q1	$19.6K	Buy	618 +5	+0.8%	+$159	0.01%	321
2024 Q4	$19.2K	Buy	613 +9	+1%	+$291	0.01%	328
2024 Q3	$19.8K	Buy	+604	New	+$19.3K	0.01%	334
2024 Q2	–	Sell	-589	Closed	-$18.4K	–	272
2024 Q1	$18.4K	Buy	+589	New	+$18.1K	0.01%	355
2022 Q2	–	Sell	-535	Closed	-$18K	–	284
2022 Q1	$18K	Buy	535 +4	+0.8%	+$138	0.01%	377
2021 Q4	$19K	Buy	+531	New	+$18.9K	0.02%	379

Other funds holding INKM

MWM

Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

RPC

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

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

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

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

Future Financial Wealth Management's INKM Position: Q4 2025 in Review

Future Financial Wealth Management sold out of State Street Income Allocation ETF (INKM) in Q4 2025, closing a stake of 635 shares — an estimated $21K sold.

Future Financial Wealth Management first reported a position in INKM in Q4 2021 and held it in 8 quarters. The position peaked at $21K in Q3 2025. 21 funds tracked by Wall St. Rank hold INKM as of Q4 2025.

Future Financial Wealth Management reported no remaining State Street Income Allocation ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 635 State Street Income Allocation ETF shares in Q4 2025, an estimated $21K.
Future Financial Wealth Management first reported a position in State Street Income Allocation ETF in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's State Street Income Allocation ETF position peaked at $21K in Q3 2025.
21 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.