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Joseph P. Lucia & Associates’s State Street Income Allocation ETF INKM Stock Holding History

Joseph P. Lucia & Associates’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 		$204K Hold
6,095
– – 0.07% 163
2025
Q4 		$201K Sell
6,095
-225
-4% -$7.48K 0.07% 160
2025
Q3 		$209K Hold
6,320
– – 0.08% 149
2025
Q2 		$204K Hold
6,320
– – 0.08% 147
2025
Q1 		$201K Sell
6,320
-125
-2% -$3.98K 0.09% 136
2024
Q4 		$202K Hold
6,445
– – 0.09% 137
2024
Q3 		$211K Buy
+6,445
New +$206K 0.1% 127
2024
Q2 		– Sell
-6,470
Closed -$202K – 126
2024
Q1 		$202K Sell
6,470
-305
-5% -$9.39K 0.11% 119
2023
Q4 		$210K Buy
+6,775
New +$199K 0.13% 110
2023
Q3 		– Sell
-6,775
Closed -$205K – 113
2023
Q2 		$205K Hold
6,775
– – 0.14% 111
2023
Q1 		$205K Sell
6,775
-100
-1% -$3.05K 0.14% 114
2022
Q4 		$203K Sell
6,875
-250
-4% -$7.36K 0.15% 109
2022
Q3 		$201K Hold
7,125
– – 0.16% 105
2022
Q2 		$219K Sell
7,125
-725
-9% -$23.5K 0.15% 96
2022
Q1 		$268K Sell
7,850
-600
-7% -$20.6K 0.16% 96
2021
Q4 		$299K Hold
8,450
– – 0.19% 97
2021
Q3 		$297K Sell
8,450
-375
-4% -$13.4K 0.18% 102
2021
Q2 		$314K Hold
8,825
– – 0.19% 102
2021
Q1 		$305K Hold
8,825
– – 0.14% 96
2020
Q4 		$299K Sell
8,825
-575
-6% -$18.8K 0.21% 89
2020
Q3 		$292K Hold
9,400
– – 0.27% 77
2020
Q2 		$285K Hold
9,400
– – 0.26% 77
2020
Q1 		$259K Sell
9,400
-160
-2% -$5.21K 0.29% 72
2019
Q4 		$328K Hold
9,560
– – 0.3% 73
2019
Q3 		$323K Sell
9,560
-90
-0.9% -$3.02K 0.33% 68
2019
Q2 		$321K Sell
9,650
-266,725
-97% -$8.81M 0.34% 69
2019
Q1 		$8.38K Buy
+276,375
New +$8.89M 0.62% 34

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

Joseph P. Lucia & Associates's INKM Position: Q1 2026 in Review

Joseph P. Lucia & Associates held its State Street Income Allocation ETF (INKM) position steady in Q1 2026 at 6,095 shares worth $204K. The position accounts for 0.07% of the portfolio, ranked #163.

Joseph P. Lucia & Associates first reported a position in INKM in Q1 2019 and has held it in 27 quarters since. The position peaked at $328K in Q4 2019. 20 funds tracked by Wall St. Rank hold INKM as of Q1 2026.

  • Joseph P. Lucia & Associates held 6,095 shares of State Street Income Allocation ETF worth $204K as of Q1 2026.
  • Joseph P. Lucia & Associates left its State Street Income Allocation ETF share count unchanged in Q1 2026.
  • State Street Income Allocation ETF made up 0.07% of Joseph P. Lucia & Associates's portfolio in Q1 2026, its #163 holding.
  • Joseph P. Lucia & Associates first reported a position in State Street Income Allocation ETF in Q1 2019 and has held it in 27 quarters since.
  • Joseph P. Lucia & Associates's State Street Income Allocation ETF position peaked at $328K in Q4 2019.
  • 20 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q1 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2026, filed 15 May 2026.