Jones Financial Companies
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Jones Financial Companies’s State Street Income Allocation ETF INKM Stock Holding History

Jones Financial Companies’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 		$68.8K Sell
2,078
-94
-4% -$3.2K ﹤0.01% 2825
2025
Q4 		$71.7K Hold
2,172
– – ﹤0.01% 2364
2025
Q3 		$71.7K Buy
2,172
+833
+62% +$27.4K ﹤0.01% 2220
2025
Q2 		$43.1K Buy
1,339
+903
+207% +$28.8K ﹤0.01% 2280
2025
Q1 		$13.8K Buy
+436
New +$13.9K ﹤0.01% 2572

Other funds holding INKM

MWM
Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
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
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

Jones Financial Companies's INKM Position: Q1 2026 in Review

Jones Financial Companies reduced its State Street Income Allocation ETF (INKM) stake by 4.3% in Q1 2026, selling an estimated $3.2K and leaving 2,078 shares worth $68.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2825.

Jones Financial Companies first reported a position in INKM in Q1 2025 and has held it in 5 quarters since. The position peaked at $71.7K in Q3 2025. 20 funds tracked by Wall St. Rank hold INKM as of Q1 2026.

  • Jones Financial Companies held 2,078 shares of State Street Income Allocation ETF worth $68.8K as of Q1 2026.
  • Jones Financial Companies sold 94 State Street Income Allocation ETF shares in Q1 2026, an estimated $3.2K.
  • State Street Income Allocation ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2825 holding.
  • Jones Financial Companies first reported a position in State Street Income Allocation ETF in Q1 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's State Street Income Allocation ETF position peaked at $71.7K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.