Arkadios Wealth Advisors’s Insight Select Income Fund INSI Stock Holding History

Arkadios Wealth 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
2021 Q4	–	Sell	-8,295	Closed	-$174K	–	1845
2021 Q3	$174K	Sell	8,295 -454	-5%	-$9.85K	0.03%	544
2021 Q2	$189K	Buy	8,749 +5,821	+199%	+$120K	0.02%	544
2021 Q1	$59K	Sell	2,928 -43	-1%	-$898	0.01%	651
2020 Q4	$63K	Buy	+2,971	New	+$62.1K	0.01%	508
2020 Q2	–	Sell	-2,653	Closed	-$52.4K	–	1170
2020 Q1	$52.4K	Hold	2,653	–	–	0.03%	333
2019 Q4	$54.7K	Buy	+2,653	New	+$53.5K	0.03%	304

Other funds holding INSI

SIA

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 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

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Arkadios Wealth Advisors's INSI Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Insight Select Income Fund (INSI) in Q4 2021, closing a stake of 8,295 shares — an estimated $174K sold.

Arkadios Wealth Advisors first reported a position in INSI in Q4 2019 and held it in 6 quarters. The position peaked at $189K in Q2 2021. 33 funds tracked by Wall St. Rank hold INSI as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Insight Select Income Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 8,295 Insight Select Income Fund shares in Q4 2021, an estimated $174K.
Arkadios Wealth Advisors first reported a position in Insight Select Income Fund in Q4 2019 and held it in 6 quarters.
Arkadios Wealth Advisors's Insight Select Income Fund position peaked at $189K in Q2 2021.
33 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.