Pathway Financial Advisers’s Insight Select Income Fund INSI Stock Holding History

Pathway Financial Advisers’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
2024 Q2	–	Sell	-92	Closed	-$1.52K	–	459
2024 Q1	$1.52K	Sell	92 -13	-12%	-$207	﹤0.01%	432
2023 Q4	$1.68K	Hold	105	–	–	﹤0.01%	446
2023 Q3	$1.58K	Buy	+105	New	+$1.62K	﹤0.01%	455
2023 Q1	$2.18K	Hold	137	–	–	﹤0.01%	471
2022 Q4	$2.07K	Buy	+137	New	+$2.08K	﹤0.01%	526

Other funds holding INSI

SIA

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

KIM

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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

Pathway Financial Advisers's INSI Position: Q2 2024 in Review

Pathway Financial Advisers sold out of Insight Select Income Fund (INSI) in Q2 2024, closing a stake of 92 shares — an estimated $1.52K sold.

Pathway Financial Advisers first reported a position in INSI in Q4 2022 and held it in 5 quarters. The position peaked at $2.18K in Q1 2023. 36 funds tracked by Wall St. Rank hold INSI as of Q2 2024.

Pathway Financial Advisers reported no remaining Insight Select Income Fund position as of Q2 2024 after selling out during the quarter.
Pathway Financial Advisers sold 92 Insight Select Income Fund shares in Q2 2024, an estimated $1.52K.
Pathway Financial Advisers first reported a position in Insight Select Income Fund in Q4 2022 and held it in 5 quarters.
Pathway Financial Advisers's Insight Select Income Fund position peaked at $2.18K in Q1 2023.
36 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q2 2024.

Based on Pathway Financial Advisers's 13F filing for Q2 2024, filed 20 Aug 2024.