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

Truist 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	$1.91M	Sell	55,767 -1,005	-2%	-$34.6K	﹤0.01%	1414
2026 Q1	$1.9M	Sell	56,772 -601	-1%	-$20.4K	﹤0.01%	1356
2025 Q4	$1.89M	Buy	57,373 +1,750	+3%	+$58.2K	﹤0.01%	1323
2025 Q3	$1.84M	Buy	55,623 +3,075	+6%	+$101K	﹤0.01%	1379
2025 Q2	$1.7M	Sell	52,548 -3,592	-6%	-$114K	﹤0.01%	1360
2025 Q1	$1.79M	Buy	+56,140	New	+$1.79M	﹤0.01%	1280

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

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

RPC

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

Truist Financial's INKM Position: Q2 2026 in Review

Truist Financial reduced its State Street Income Allocation ETF (INKM) stake by 1.8% in Q2 2026, selling an estimated $34.6K and leaving 55,767 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Truist Financial first reported a position in INKM in Q1 2025 and has held it in 6 quarters since. 23 funds tracked by Wall St. Rank hold INKM as of Q2 2026.

Truist Financial held 55,767 shares of State Street Income Allocation ETF worth $1.91M as of Q2 2026.
Truist Financial sold 1,005 State Street Income Allocation ETF shares in Q2 2026, an estimated $34.6K.
State Street Income Allocation ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1414 holding.
Truist Financial first reported a position in State Street Income Allocation ETF in Q1 2025 and has held it in 6 quarters since.
23 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.