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Key Financial Inc’s State Street Income Allocation ETF INKM Stock Holding History

Key Financial Inc’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
-173
Closed -$5.5K – 1452
2025
Q1 		$5.5K Hold
173
– – ﹤0.01% 973
2024
Q4 		$5.41K Hold
173
– – ﹤0.01% 962
2024
Q3 		$5.67K Buy
+173
New +$5.54K ﹤0.01% 948
2024
Q2 		– Sell
-350
Closed -$10.9K – 1360
2024
Q1 		$10.9K Buy
+350
New +$10.8K ﹤0.01% 733

Other funds holding INKM

MWM
Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RL
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Key Financial Inc's INKM Position: Q2 2025 in Review

Key Financial Inc sold out of State Street Income Allocation ETF (INKM) in Q2 2025, closing a stake of 173 shares — an estimated $5.5K sold.

Key Financial Inc first reported a position in INKM in Q1 2024 and held it in 4 quarters. The position peaked at $10.9K in Q1 2024. 26 funds tracked by Wall St. Rank hold INKM as of Q2 2025.

  • Key Financial Inc reported no remaining State Street Income Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Key Financial Inc sold 173 State Street Income Allocation ETF shares in Q2 2025, an estimated $5.5K.
  • Key Financial Inc first reported a position in State Street Income Allocation ETF in Q1 2024 and held it in 4 quarters.
  • Key Financial Inc's State Street Income Allocation ETF position peaked at $10.9K in Q1 2024.
  • 26 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q2 2025.

Based on Key Financial Inc's 13F filing for Q2 2025, filed 5 Aug 2025.