American Portfolios Advisors’s Insight Select Income Fund INSI Stock Holding History

American Portfolios Advisors’s Portfolio INSI Stock Details INSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,844	Closed	-$50.8K	–	3637
2022 Q1	$50.8K	Hold	2,844	–	–	﹤0.01%	1875
2021 Q4	$63.9K	Hold	2,844	–	–	﹤0.01%	1759
2021 Q3	$59.7K	Hold	2,844	–	–	﹤0.01%	1683
2021 Q2	$61.6K	Hold	2,844	–	–	﹤0.01%	1634
2021 Q1	$58.2K	Sell	2,844 -254	-8%	-$5.3K	﹤0.01%	1548
2020 Q4	$66.2K	Hold	3,098	–	–	﹤0.01%	1322
2020 Q3	$62.7K	Hold	3,098	–	–	﹤0.01%	1241
2020 Q2	$60.9K	Buy	3,098 +498	+19%	+$9.57K	﹤0.01%	1217
2020 Q1	$51.3K	Hold	2,600	–	–	﹤0.01%	1154
2019 Q4	$52.1K	Buy	+2,600	New	+$52.5K	﹤0.01%	1331

Other funds holding INSI

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

MRCM

M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

American Portfolios Advisors's INSI Position: Q2 2022 in Review

American Portfolios Advisors sold out of Insight Select Income Fund (INSI) in Q2 2022, closing a stake of 2,844 shares — an estimated $50.8K sold.

American Portfolios Advisors first reported a position in INSI in Q4 2019 and held it in 10 quarters. The position peaked at $66.2K in Q4 2020. 35 funds tracked by Wall St. Rank hold INSI as of Q2 2022.

American Portfolios Advisors reported no remaining Insight Select Income Fund position as of Q2 2022 after selling out during the quarter.
American Portfolios Advisors sold 2,844 Insight Select Income Fund shares in Q2 2022, an estimated $50.8K.
American Portfolios Advisors first reported a position in Insight Select Income Fund in Q4 2019 and held it in 10 quarters.
American Portfolios Advisors's Insight Select Income Fund position peaked at $66.2K in Q4 2020.
35 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q2 2022.

Based on American Portfolios Advisors's 13F filing for Q2 2022, filed 20 Mar 2023.