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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
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 $357M AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return