DWM
INSI

Dakota Wealth Management’s Insight Select Income Fund INSI Stock Holding History

Dakota Wealth Management’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
2025
Q1 		– Sell
-11,850
Closed -$205K – 817
2024
Q4 		$205K Hold
11,850
– – ﹤0.01% 706
2024
Q3 		$209K Hold
11,850
– – ﹤0.01% 677
2024
Q2 		$193K Hold
11,850
– – ﹤0.01% 675
2024
Q1 		$195K Hold
11,850
– – ﹤0.01% 674
2023
Q4 		$189K Hold
11,850
– – 0.01% 615
2023
Q3 		$178K Buy
+11,850
New +$182K 0.01% 613

Dakota Wealth Management's INSI Position: Q1 2025 in Review

Dakota Wealth Management sold out of Insight Select Income Fund (INSI) in Q1 2025, closing a stake of 11,850 shares — an estimated $205K sold.

Dakota Wealth Management first reported a position in INSI in Q3 2023 and held it in 6 quarters. The position peaked at $209K in Q3 2024. 0 funds tracked by Wall St. Rank hold INSI as of Q1 2025.

  • Dakota Wealth Management reported no remaining Insight Select Income Fund position as of Q1 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 11,850 Insight Select Income Fund shares in Q1 2025, an estimated $205K.
  • Dakota Wealth Management first reported a position in Insight Select Income Fund in Q3 2023 and held it in 6 quarters.
  • Dakota Wealth Management's Insight Select Income Fund position peaked at $209K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q1 2025.

Based on Dakota Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.