IFP Advisors’s Insight Select Income Fund INSI Stock Holding History

IFP 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
2023 Q4	–	Sell	-222	Closed	-$3.34K	–	3388
2023 Q3	$3.34K	Hold	222	–	–	﹤0.01%	2668
2023 Q2	$3.47K	Hold	222	–	–	﹤0.01%	2666
2023 Q1	$4.08K	Hold	222	–	–	﹤0.01%	2652
2022 Q4	$4K	Hold	222	–	–	﹤0.01%	3954
2022 Q3	$4K	Hold	222	–	–	﹤0.01%	4171
2022 Q2	$4K	Hold	222	–	–	﹤0.01%	3932
2022 Q1	$4K	Buy	+222	New	+$4.13K	﹤0.01%	3931
2019 Q1	–	Sell	-550	Closed	-$10K	–	3543
2018 Q4	$10K	Hold	550	–	–	﹤0.01%	2532
2018 Q3	$10K	Hold	550	–	–	﹤0.01%	2872
2018 Q2	$10K	Hold	550	–	–	﹤0.01%	2916
2018 Q1	$11K	Hold	550	–	–	﹤0.01%	2754
2017 Q4	$11K	Sell	550 -645	-54%	-$12.9K	﹤0.01%	2793
2017 Q3	$24K	Hold	1,195	–	–	﹤0.01%	2492
2017 Q2	$24K	Hold	1,195	–	–	﹤0.01%	2481
2017 Q1	$23K	Hold	1,195	–	–	﹤0.01%	2417
2016 Q4	$23K	Buy	+1,195	New	+$22.7K	﹤0.01%	2366

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

KIM

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

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

RJFSA

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

MRCM

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

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

IFP Advisors's INSI Position: Q4 2023 in Review

IFP Advisors sold out of Insight Select Income Fund (INSI) in Q4 2023, closing a stake of 222 shares — an estimated $3.34K sold.

IFP Advisors first reported a position in INSI in Q4 2016 and held it in 16 quarters. The position peaked at $24K in Q3 2017. 34 funds tracked by Wall St. Rank hold INSI as of Q4 2023.

IFP Advisors reported no remaining Insight Select Income Fund position as of Q4 2023 after selling out during the quarter.
IFP Advisors sold 222 Insight Select Income Fund shares in Q4 2023, an estimated $3.34K.
IFP Advisors first reported a position in Insight Select Income Fund in Q4 2016 and held it in 16 quarters.
IFP Advisors's Insight Select Income Fund position peaked at $24K in Q3 2017.
34 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.