Kestra Advisory Services’s Insight Select Income Fund INSI Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-181,290	Closed	-$3.85M	–	2087
2020 Q4	$3.85M	Buy	+181,290	New	+$3.79M	0.04%	400

Other funds holding INSI

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

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

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

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

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

Kestra Advisory Services's INSI Position: Q1 2021 in Review

Kestra Advisory Services sold out of Insight Select Income Fund (INSI) in Q1 2021, closing a stake of 181,290 shares — an estimated $3.85M sold.

Kestra Advisory Services first reported a position in INSI in Q4 2020 and held it in 1 quarter. The position peaked at $3.85M in Q4 2020. 33 funds tracked by Wall St. Rank hold INSI as of Q1 2021.

Kestra Advisory Services reported no remaining Insight Select Income Fund position as of Q1 2021 after selling out during the quarter.
Kestra Advisory Services sold 181,290 Insight Select Income Fund shares in Q1 2021, an estimated $3.85M.
Kestra Advisory Services first reported a position in Insight Select Income Fund in Q4 2020 and held it in 1 quarter.
Kestra Advisory Services's Insight Select Income Fund position peaked at $3.85M in Q4 2020.
33 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q1 2021.

Based on Kestra Advisory Services's 13F filing for Q1 2021, filed 10 May 2021.