Simplicity Wealth’s State Street Income Allocation ETF INKM Stock Holding History

Simplicity Wealth’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 Q4	–	Sell	-12,146	Closed	-$402K	–	733
2025 Q3	$402K	Buy	+12,146	New	+$399K	0.02%	495

Other funds holding INKM

MWM

Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Simplicity Wealth's INKM Position: Q4 2025 in Review

Simplicity Wealth sold out of State Street Income Allocation ETF (INKM) in Q4 2025, closing a stake of 12,146 shares — an estimated $402K sold.

Simplicity Wealth first reported a position in INKM in Q3 2025 and held it in 1 quarter. The position peaked at $402K in Q3 2025. 21 funds tracked by Wall St. Rank hold INKM as of Q4 2025.

Simplicity Wealth reported no remaining State Street Income Allocation ETF position as of Q4 2025 after selling out during the quarter.
Simplicity Wealth sold 12,146 State Street Income Allocation ETF shares in Q4 2025, an estimated $402K.
Simplicity Wealth first reported a position in State Street Income Allocation ETF in Q3 2025 and held it in 1 quarter.
Simplicity Wealth's State Street Income Allocation ETF position peaked at $402K in Q3 2025.
21 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.