Manske Wealth Management’s State Street Income Allocation ETF INKM Stock Holding History

Manske Wealth Management’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	$3.12M	Buy	93,217 +2,611	+3%	+$88.8K	0.88%	23
2025 Q4	$2.99M	Buy	90,606 +8,618	+11%	+$287K	0.88%	21
2025 Q3	$2.72M	Buy	81,988 +1,435	+2%	+$47.1K	0.83%	24
2025 Q2	$2.6M	Buy	80,553 +1,460	+2%	+$46.5K	0.86%	24
2025 Q1	$2.52M	Buy	79,093 +5,458	+7%	+$174K	0.95%	20
2024 Q4	$2.3M	Buy	+73,635	New	+$2.38M	0.91%	23

Other funds holding INKM

LPL Financial San Diego, California $377B AUM 19.32% 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

Manske Wealth Management's INKM Position: Q1 2026 in Review

Manske Wealth Management increased its State Street Income Allocation ETF (INKM) stake by 2.9% in Q1 2026, buying an estimated $88.8K and bringing the position to 93,217 shares worth $3.12M. The position accounts for 0.88% of the portfolio, ranked #23.

Manske Wealth Management first reported a position in INKM in Q4 2024 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold INKM as of Q1 2026.

Manske Wealth Management held 93,217 shares of State Street Income Allocation ETF worth $3.12M as of Q1 2026.
Manske Wealth Management bought 2,611 State Street Income Allocation ETF shares in Q1 2026, an estimated $88.8K.
State Street Income Allocation ETF made up 0.88% of Manske Wealth Management's portfolio in Q1 2026, its #23 holding.
Manske Wealth Management first reported a position in State Street Income Allocation ETF in Q4 2024 and has held it in 6 quarters since.
20 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q1 2026.

Based on Manske Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.