UBS Group
INKM icon

UBS Group’s State Street Income Allocation ETF INKM Stock Holding History

UBS Group’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
Q3 		– Sell
-293
Closed -$9.47K – 10589
2025
Q2 		$9.47K Buy
+293
New +$9.34K ﹤0.01% 8886
2024
Q4 		– Sell
-2,280
Closed -$74.7K – 10155
2024
Q3 		$74.7K Sell
2,280
-43,326
-95% -$1.39M ﹤0.01% 6558
2024
Q2 		$1.4M Sell
45,606
-1,861
-4% -$57.4K ﹤0.01% 4111
2024
Q1 		$1.48M Sell
47,467
-8,283
-15% -$255K ﹤0.01% 4241
2023
Q4 		$1.73M Sell
55,750
-2,118
-4% -$62.2K ﹤0.01% 3975
2023
Q3 		$1.67M Sell
57,868
-1,684
-3% -$50.7K ﹤0.01% 3620
2023
Q2 		$1.8M Buy
59,552
+3,304
+6% +$100K ﹤0.01% 3634
2023
Q1 		$1.71M Buy
56,248
+2,920
+5% +$89.1K ﹤0.01% 3589
2022
Q4 		$1.57M Sell
53,328
-3,902
-7% -$115K ﹤0.01% 3622
2022
Q3 		$1.62M Sell
57,230
-5,111
-8% -$158K ﹤0.01% 3344
2022
Q2 		$1.92M Buy
62,341
+2,003
+3% +$64.8K ﹤0.01% 3191
2022
Q1 		$2.06M Sell
60,338
-12,290
-17% -$423K ﹤0.01% 3392
2021
Q4 		$2.57M Buy
72,628
+13,147
+22% +$467K ﹤0.01% 3512
2021
Q3 		$2.09M Sell
59,481
-12,261
-17% -$437K ﹤0.01% 3535
2021
Q2 		$2.56M Buy
71,742
+11,998
+20% +$427K ﹤0.01% 3343
2021
Q1 		$2.07M Sell
59,744
-4,886
-8% -$168K ﹤0.01% 3532
2020
Q4 		$2.19M Buy
64,630
+5,545
+9% +$181K ﹤0.01% 3333
2020
Q3 		$1.84M Buy
59,085
+9,285
+19% +$291K ﹤0.01% 3127
2020
Q2 		$1.51M Sell
49,800
-5,425
-10% -$160K ﹤0.01% 3142
2020
Q1 		$1.52M Buy
55,225
+15,881
+40% +$518K ﹤0.01% 3019
2019
Q4 		$1.35M Buy
39,344
+28,614
+267% +$973K ﹤0.01% 3933
2019
Q3 		$362K Hold
10,730
– – ﹤0.01% 4811
2019
Q2 		$357K Buy
10,730
+321
+3% +$10.6K ﹤0.01% 4527
2019
Q1 		$341K Sell
10,409
-125
-1% -$4.02K ﹤0.01% 4301
2018
Q4 		$322K Sell
10,534
-1,064
-9% -$33.8K ﹤0.01% 4577
2018
Q3 		$378K Sell
11,598
-28
-0.2% -$919 ﹤0.01% 4607
2018
Q2 		$377K Sell
11,626
-192
-2% -$6.3K ﹤0.01% 4520
2018
Q1 		$391K Buy
11,818
+559
+5% +$18.6K ﹤0.01% 4361
2017
Q4 		$379K Sell
11,259
-408
-3% -$13.6K ﹤0.01% 4487
2017
Q3 		$385K Buy
11,667
+307
+3% +$10.1K ﹤0.01% 4408
2017
Q2 		$367K Buy
11,360
+1,935
+21% +$62.4K ﹤0.01% 4344
2017
Q1 		$298K Buy
9,425
+1,266
+16% +$39.5K ﹤0.01% 4391
2016
Q4 		$249K Sell
8,159
-9,037
-53% -$278K ﹤0.01% 4639
2016
Q3 		$545K Buy
17,196
+8,167
+90% +$259K ﹤0.01% 3865
2016
Q2 		$282K Sell
9,029
-3,439
-28% -$106K ﹤0.01% 4303
2016
Q1 		$379K Sell
12,468
-454
-4% -$13.3K ﹤0.01% 3985
2015
Q4 		$382K Sell
12,922
-5,046
-28% -$153K ﹤0.01% 4166
2015
Q3 		$531K Sell
17,968
-9,136
-34% -$281K ﹤0.01% 3854
2015
Q2 		$844K Sell
27,104
-84
-0.3% -$2.72K ﹤0.01% 3702
2015
Q1 		$884K Sell
27,188
-8,887
-25% -$290K ﹤0.01% 3681
2014
Q4 		$1.16M Buy
+36,075
New +$1.16M ﹤0.01% 3447

Other funds holding INKM

Elevation Capital Advisory
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
Manske Wealth Management
Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rossmore Private Capital
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group's INKM Position: Q3 2025 in Review

UBS Group sold out of State Street Income Allocation ETF (INKM) in Q3 2025, closing a stake of 293 shares — an estimated $9.47K sold.

UBS Group first reported a position in INKM in Q4 2014 and held it in 41 quarters. The position peaked at $2.57M in Q4 2021. 25 funds tracked by Wall St. Rank hold INKM as of Q3 2025.

  • UBS Group reported no remaining State Street Income Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 293 State Street Income Allocation ETF shares in Q3 2025, an estimated $9.47K.
  • UBS Group first reported a position in State Street Income Allocation ETF in Q4 2014 and held it in 41 quarters.
  • UBS Group's State Street Income Allocation ETF position peaked at $2.57M in Q4 2021.
  • 25 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.