NBC Securities’s State Street Income Allocation ETF INKM Stock Holding History

NBC Securities’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 Q3	–	Sell	-399	Closed	-$12K	–	2831
2025 Q2	$12K	Hold	399	–	–	﹤0.01%	1893
2025 Q1	$12K	Buy	+399	New	+$12.7K	﹤0.01%	1677
2024 Q4	–	Sell	-883	Closed	-$28K	–	1657
2024 Q3	$28K	Hold	883	–	–	﹤0.01%	1366
2024 Q2	$27K	Hold	883	–	–	﹤0.01%	1343
2024 Q1	$27K	Sell	883 -33	-4%	-$1.02K	﹤0.01%	1348
2023 Q4	$28K	Sell	916 -57	-6%	-$1.67K	﹤0.01%	1331
2023 Q3	$28K	Buy	+973	New	+$29.3K	﹤0.01%	1315

Other funds holding INKM

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 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

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

NBC Securities's INKM Position: Q3 2025 in Review

NBC Securities sold out of State Street Income Allocation ETF (INKM) in Q3 2025, closing a stake of 399 shares — an estimated $12K sold.

NBC Securities first reported a position in INKM in Q3 2023 and held it in 7 quarters. The position peaked at $28K in Q3 2024. 25 funds tracked by Wall St. Rank hold INKM as of Q3 2025.

NBC Securities reported no remaining State Street Income Allocation ETF position as of Q3 2025 after selling out during the quarter.
NBC Securities sold 399 State Street Income Allocation ETF shares in Q3 2025, an estimated $12K.
NBC Securities first reported a position in State Street Income Allocation ETF in Q3 2023 and held it in 7 quarters.
NBC Securities's State Street Income Allocation ETF position peaked at $28K in Q3 2024.
25 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q3 2025.

Based on NBC Securities's 13F filing for Q3 2025, filed 14 Nov 2025.