Harbour Investments’s State Street Income Allocation ETF INKM Stock Holding History

Harbour Investments’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 Q2	–	Sell	-670	Closed	-$21.3K	–	3664
2025 Q1	$21.3K	Hold	670	–	–	﹤0.01%	2166
2024 Q4	$21K	Hold	670	–	–	﹤0.01%	2112
2024 Q3	$22K	Hold	670	–	–	﹤0.01%	2012
2024 Q2	$20.5K	Hold	670	–	–	﹤0.01%	1943
2024 Q1	$20.9K	Hold	670	–	–	﹤0.01%	1937
2023 Q4	$20.8K	Hold	670	–	–	﹤0.01%	1858
2023 Q3	$19.3K	Sell	670 -220	-25%	-$6.62K	﹤0.01%	1751
2023 Q2	$27K	Hold	890	–	–	﹤0.01%	1639
2023 Q1	$27K	Hold	890	–	–	﹤0.01%	1612
2022 Q4	$26.2K	Sell	890 -750	-46%	-$22.1K	﹤0.01%	1563
2022 Q3	$50K	Hold	1,640	–	–	﹤0.01%	1273
2022 Q2	$50K	Buy	+1,640	New	+$53.1K	﹤0.01%	1273
2021 Q4	$58K	Sell	1,640 -300	-15%	-$10.7K	﹤0.01%	1186
2021 Q3	$68K	Buy	1,940 +1,020	+111%	+$36.4K	﹤0.01%	1585
2021 Q2	$33K	Buy	920 +420	+84%	+$14.9K	﹤0.01%	2041
2021 Q1	$17K	Buy	+500	New	+$17.2K	﹤0.01%	2298

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Retireful LLC Haslett, Michigan $107M AUM 165.49% 1-Year Est. Return

RPC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harbour Investments's INKM Position: Q2 2025 in Review

Harbour Investments sold out of State Street Income Allocation ETF (INKM) in Q2 2025, closing a stake of 670 shares — an estimated $21.3K sold.

Harbour Investments first reported a position in INKM in Q1 2021 and held it in 16 quarters. The position peaked at $68K in Q3 2021. 26 funds tracked by Wall St. Rank hold INKM as of Q2 2025.

Harbour Investments reported no remaining State Street Income Allocation ETF position as of Q2 2025 after selling out during the quarter.
Harbour Investments sold 670 State Street Income Allocation ETF shares in Q2 2025, an estimated $21.3K.
Harbour Investments first reported a position in State Street Income Allocation ETF in Q1 2021 and held it in 16 quarters.
Harbour Investments's State Street Income Allocation ETF position peaked at $68K in Q3 2021.
26 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q2 2025.

Based on Harbour Investments's 13F filing for Q2 2025, filed 28 Jul 2025.