Retireful LLC’s State Street Income Allocation ETF INKM Stock Holding History

Retireful LLC’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	$309K	Buy	+8,988	New	+$309K	0.29%	74
2026 Q1	–	Sell	-11,537	Closed	-$382K	–	105
2025 Q4	$382K	Buy	+11,537	New	+$384K	0.48%	63
2025 Q3	–	Sell	-35,786	Closed	-$1.16M	–	139
2025 Q2	$1.16M	Sell	35,786 -2,150	-6%	-$68.5K	0.8%	40
2025 Q1	$1.2M	Sell	37,936 -11,035	-23%	-$351K	1.14%	26
2024 Q4	$1.53M	Sell	48,971 -567	-1%	-$18.3K	0.86%	44
2024 Q3	$1.62M	Buy	+49,538	New	+$1.59M	1.2%	23

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Retireful LLC's INKM Position: Q2 2026 in Review

Retireful LLC opened a new position in State Street Income Allocation ETF (INKM) in Q2 2026: 8,988 shares worth $309K. The stake represents 0.29% of the portfolio and ranks #74 among its holdings. This is a return to the name: Retireful LLC previously reported a position in INKM as recently as Q4 2025.

Retireful LLC first reported a position in INKM in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.62M in Q3 2024. 23 funds tracked by Wall St. Rank hold INKM as of Q2 2026.

Retireful LLC held 8,988 shares of State Street Income Allocation ETF worth $309K as of Q2 2026.
State Street Income Allocation ETF was a new Retireful LLC position in Q2 2026.
State Street Income Allocation ETF made up 0.29% of Retireful LLC's portfolio in Q2 2026, its #74 holding.
Retireful LLC first reported a position in State Street Income Allocation ETF in Q3 2024 and has held it in 6 quarters since.
Retireful LLC's State Street Income Allocation ETF position peaked at $1.62M in Q3 2024.
23 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q2 2026.

Based on Retireful LLC's 13F filing for Q2 2026, filed 22 Jul 2026.