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

LPL Financial’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	$2.46M	Buy	73,281 +9,266	+14%	+$315K	﹤0.01%	3303
2025 Q4	$2.11M	Buy	64,015 +18,523	+41%	+$616K	﹤0.01%	3359
2025 Q3	$1.51M	Sell	45,492 -31,973	-41%	-$1.05M	﹤0.01%	3593
2025 Q2	$2.5M	Sell	77,465 -31,122	-29%	-$992K	﹤0.01%	2919
2025 Q1	$3.45M	Buy	108,587 +4,789	+5%	+$153K	﹤0.01%	2446
2024 Q4	$3.25M	Sell	103,798 -14,828	-12%	-$479K	﹤0.01%	2435
2024 Q3	$3.89M	Buy	118,626 +12,824	+12%	+$410K	﹤0.01%	2188
2024 Q2	$3.24M	Buy	105,802 +97	+0.1%	+$2.99K	﹤0.01%	2191
2024 Q1	$3.3M	Sell	105,705 -1,694	-2%	-$52.2K	﹤0.01%	2108
2023 Q4	$3.33M	Buy	107,399 +68,779	+178%	+$2.02M	﹤0.01%	1993
2023 Q3	$1.11M	Buy	38,620 +5,006	+15%	+$151K	﹤0.01%	2804
2023 Q2	$1.02M	Buy	33,614 +210	+0.6%	+$6.35K	﹤0.01%	2816
2023 Q1	$1.01M	Buy	33,404 +8,909	+36%	+$272K	﹤0.01%	2745
2022 Q4	$722K	Sell	24,495 -5,181	-17%	-$153K	﹤0.01%	2919
2022 Q3	$838K	Sell	29,676 -258	-0.9%	-$7.97K	﹤0.01%	2683
2022 Q2	$920K	Sell	29,934 -22,709	-43%	-$735K	﹤0.01%	2632
2022 Q1	$1.8M	Sell	52,643 -1,192	-2%	-$41K	﹤0.01%	2141
2021 Q4	$1.91M	Buy	53,835 +1,708	+3%	+$60.7K	﹤0.01%	2129
2021 Q3	$1.83M	Sell	52,127 -9,710	-16%	-$346K	﹤0.01%	2125
2021 Q2	$2.2M	Buy	61,837 +36,914	+148%	+$1.31M	﹤0.01%	1900
2021 Q1	$863K	Sell	24,923 -5,641	-18%	-$194K	﹤0.01%	2525
2020 Q4	$1.03M	Sell	30,564 -9,809	-24%	-$321K	﹤0.01%	2153
2020 Q3	$1.25M	Sell	40,373 -3,634	-8%	-$114K	﹤0.01%	1760
2020 Q2	$1.34M	Sell	44,007 -2,008	-4%	-$59.3K	﹤0.01%	1609
2020 Q1	$1.26M	Buy	46,015 +6,792	+17%	+$221K	﹤0.01%	1463
2019 Q4	$1.34M	Buy	+39,223	New	+$1.33M	﹤0.01%	1635
2016 Q1	–	Sell	-35,424	Closed	-$1.04M	–	3161
2015 Q4	$1.04M	Buy	35,424 +18,117	+105%	+$549K	﹤0.01%	1648
2015 Q3	$521K	Buy	17,307 +228	+1%	+$7.01K	﹤0.01%	1746
2015 Q2	$533K	Sell	17,079 -2,143	-11%	-$69.3K	﹤0.01%	1848
2015 Q1	$628K	Buy	+19,222	New	+$627K	﹤0.01%	1691
2014 Q1	–	Sell	-10,217	Closed	-$312K	–	2686
2013 Q4	$312K	Sell	10,217 -1,147	-10%	-$35.3K	﹤0.01%	2088
2013 Q3	$348K	Buy	11,364 +653	+6%	+$19.7K	﹤0.01%	1903
2013 Q2	$321K	Buy	+10,711	New	+$339K	﹤0.01%	1857

Other funds holding INKM

MWM

Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's INKM Position: Q1 2026 in Review

LPL Financial increased its State Street Income Allocation ETF (INKM) stake by 14% in Q1 2026, buying an estimated $315K and bringing the position to 73,281 shares worth $2.46M. The position accounts for ﹤0.01% of the portfolio, ranked #3303.

LPL Financial first reported a position in INKM in Q2 2013 and has held it in 33 quarters since. The position peaked at $3.89M in Q3 2024. 20 funds tracked by Wall St. Rank hold INKM as of Q1 2026.

LPL Financial held 73,281 shares of State Street Income Allocation ETF worth $2.46M as of Q1 2026.
LPL Financial bought 9,266 State Street Income Allocation ETF shares in Q1 2026, an estimated $315K.
State Street Income Allocation ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3303 holding.
LPL Financial first reported a position in State Street Income Allocation ETF in Q2 2013 and has held it in 33 quarters since.
LPL Financial's State Street Income Allocation ETF position peaked at $3.89M in Q3 2024.
20 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.