Fortitude Advisory Group’s Insight Select Income Fund INSI Stock Holding History

Fortitude Advisory Group’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	-1,139	Closed	-$20K	–	1371
2022 Q1	$20K	Hold	1,139	–	–	0.01%	840
2021 Q4	$26K	Buy	+1,139	New	+$24.7K	0.01%	770

Other funds holding INSI

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

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

Allspring Global Investments

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

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

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

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

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

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

Fortitude Advisory Group's INSI Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Insight Select Income Fund (INSI) in Q2 2022, closing a stake of 1,139 shares — an estimated $20K sold.

Fortitude Advisory Group first reported a position in INSI in Q4 2021 and held it in 2 quarters. The position peaked at $26K in Q4 2021. 35 funds tracked by Wall St. Rank hold INSI as of Q2 2022.

Fortitude Advisory Group reported no remaining Insight Select Income Fund position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 1,139 Insight Select Income Fund shares in Q2 2022, an estimated $20K.
Fortitude Advisory Group first reported a position in Insight Select Income Fund in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Insight Select Income Fund position peaked at $26K in Q4 2021.
35 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.