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

Raymond James 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 Q2	$730K	Sell	21,267 -47	-0.2%	-$1.62K	﹤0.01%	4227
2026 Q1	$714K	Sell	21,314 -411	-2%	-$14K	﹤0.01%	4100
2025 Q4	$717K	Sell	21,725 -207	-0.9%	-$6.88K	﹤0.01%	4006
2025 Q3	$726K	Sell	21,932 -7,678	-26%	-$252K	﹤0.01%	3883
2025 Q2	$957K	Sell	29,610 -129	-0.4%	-$4.11K	﹤0.01%	3615
2025 Q1	$946K	Buy	29,739 +589	+2%	+$18.8K	﹤0.01%	3534
2024 Q4	$912K	Buy	+29,150	New	+$942K	﹤0.01%	3512

Other funds holding INKM

MWM

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

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

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

Raymond James Financial's INKM Position: Q2 2026 in Review

Raymond James Financial reduced its State Street Income Allocation ETF (INKM) stake by 0.22% in Q2 2026, selling an estimated $1.62K and leaving 21,267 shares worth $730K. The position accounts for ﹤0.01% of the portfolio, ranked #4227.

Raymond James Financial first reported a position in INKM in Q4 2024 and has held it in 7 quarters since. The position peaked at $957K in Q2 2025. 23 funds tracked by Wall St. Rank hold INKM as of Q2 2026.

Raymond James Financial held 21,267 shares of State Street Income Allocation ETF worth $730K as of Q2 2026.
Raymond James Financial sold 47 State Street Income Allocation ETF shares in Q2 2026, an estimated $1.62K.
State Street Income Allocation ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4227 holding.
Raymond James Financial first reported a position in State Street Income Allocation ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's State Street Income Allocation ETF position peaked at $957K in Q2 2025.
23 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.