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 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 $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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Truist Financial's INKM Position: Q1 2026 in Review

Truist Financial reduced its State Street Income Allocation ETF (INKM) stake by 1% in Q1 2026, selling an estimated $20.4K and leaving 56,772 shares worth $1.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

Truist Financial first reported a position in INKM in Q1 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold INKM as of Q1 2026.

Truist Financial held 56,772 shares of State Street Income Allocation ETF worth $1.9M as of Q1 2026.
Truist Financial sold 601 State Street Income Allocation ETF shares in Q1 2026, an estimated $20.4K.
State Street Income Allocation ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1356 holding.
Truist Financial first reported a position in State Street Income Allocation ETF in Q1 2025 and has held it in 5 quarters since.
20 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.