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 Q2	$62.2K	Sell	1,808 -270	-13%	-$9.29K	﹤0.01%	3025
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 $403M AUM 27.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

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

Jones Financial Companies's INKM Position: Q2 2026 in Review

Jones Financial Companies reduced its State Street Income Allocation ETF (INKM) stake by 13% in Q2 2026, selling an estimated $9.29K and leaving 1,808 shares worth $62.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3025.

Jones Financial Companies first reported a position in INKM in Q1 2025 and has held it in 6 quarters since. The position peaked at $71.7K in Q3 2025. 23 funds tracked by Wall St. Rank hold INKM as of Q2 2026.

Jones Financial Companies held 1,808 shares of State Street Income Allocation ETF worth $62.2K as of Q2 2026.
Jones Financial Companies sold 270 State Street Income Allocation ETF shares in Q2 2026, an estimated $9.29K.
State Street Income Allocation ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3025 holding.
Jones Financial Companies first reported a position in State Street Income Allocation ETF in Q1 2025 and has held it in 6 quarters since.
Jones Financial Companies's State Street Income Allocation ETF position peaked at $71.7K in Q3 2025.
23 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.