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 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 $357M AUM 20.31% 1-Year Est. Return

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

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

Raymond James Financial's INKM Position: Q1 2026 in Review

Raymond James Financial reduced its State Street Income Allocation ETF (INKM) stake by 1.9% in Q1 2026, selling an estimated $14K and leaving 21,314 shares worth $714K. The position accounts for ﹤0.01% of the portfolio, ranked #4100.

Raymond James Financial first reported a position in INKM in Q4 2024 and has held it in 6 quarters since. The position peaked at $957K in Q2 2025. 20 funds tracked by Wall St. Rank hold INKM as of Q1 2026.

Raymond James Financial held 21,314 shares of State Street Income Allocation ETF worth $714K as of Q1 2026.
Raymond James Financial sold 411 State Street Income Allocation ETF shares in Q1 2026, an estimated $14K.
State Street Income Allocation ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4100 holding.
Raymond James Financial first reported a position in State Street Income Allocation ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's State Street Income Allocation ETF position peaked at $957K in Q2 2025.
20 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.