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Win Advisors’s State Street Income Allocation ETF INKM Stock Holding History

Win Advisors’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
Q1 		– Sell
-29,245
Closed -$915K – 67
2024
Q4 		$915K Sell
29,245
-5,472
-16% -$177K 0.44% 42
2024
Q3 		$1.14M Buy
+34,717
New +$1.11M 0.53% 31
2024
Q2 		– Sell
-41,142
Closed -$1.28M – 61
2024
Q1 		$1.28M Buy
+41,142
New +$1.27M 0.57% 26

Other funds holding INKM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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 $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $107M AUM 165.49% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Win Advisors's INKM Position: Q1 2025 in Review

Win Advisors sold out of State Street Income Allocation ETF (INKM) in Q1 2025, closing a stake of 29,245 shares — an estimated $915K sold.

Win Advisors first reported a position in INKM in Q1 2024 and held it in 3 quarters. The position peaked at $1.28M in Q1 2024. 24 funds tracked by Wall St. Rank hold INKM as of Q1 2025.

  • Win Advisors reported no remaining State Street Income Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Win Advisors sold 29,245 State Street Income Allocation ETF shares in Q1 2025, an estimated $915K.
  • Win Advisors first reported a position in State Street Income Allocation ETF in Q1 2024 and held it in 3 quarters.
  • Win Advisors's State Street Income Allocation ETF position peaked at $1.28M in Q1 2024.
  • 24 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q1 2025.

Based on Win Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.