Stratos Wealth Partners’s Insight Select Income Fund INSI Stock Holding History

Stratos Wealth Partners’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 Q1	–	Sell	-8,920	Closed	-$200K	–	1366
2021 Q4	$200K	Sell	8,920 -669	-7%	-$14.5K	﹤0.01%	1174
2021 Q3	$201K	Sell	9,589 -333	-3%	-$7.22K	0.01%	1108
2021 Q2	$215K	Buy	9,922 +37	+0.4%	+$761	0.01%	1092
2021 Q1	$202K	Buy	+9,885	New	+$206K	0.01%	1041
2020 Q3	–	Sell	-15,835	Closed	-$311K	–	1066
2020 Q2	$311K	Buy	15,835 +3,347	+27%	+$64.3K	0.01%	764
2020 Q1	$247K	Buy	12,488 +4	+0%	+$80	0.01%	748
2019 Q4	$250K	Buy	12,484 +1,032	+9%	+$20.8K	0.01%	827
2019 Q3	$235K	Buy	+11,452	New	+$229K	0.01%	821
2018 Q4	–	Sell	-2,584	Closed	-$48K	–	2590
2018 Q3	$48K	Buy	+2,584	New	+$48.2K	﹤0.01%	1484
2018 Q2	–	Sell	-811	Closed	-$16K	–	2671
2018 Q1	$16K	Hold	811	–	–	﹤0.01%	2112
2017 Q4	$16K	Buy	+811	New	+$16.3K	﹤0.01%	1992

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AUB

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

MRCM

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

KIM

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

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Stratos Wealth Partners's INSI Position: Q1 2022 in Review

Stratos Wealth Partners sold out of Insight Select Income Fund (INSI) in Q1 2022, closing a stake of 8,920 shares — an estimated $200K sold.

Stratos Wealth Partners first reported a position in INSI in Q4 2017 and held it in 11 quarters. The position peaked at $311K in Q2 2020. 40 funds tracked by Wall St. Rank hold INSI as of Q1 2022.

Stratos Wealth Partners reported no remaining Insight Select Income Fund position as of Q1 2022 after selling out during the quarter.
Stratos Wealth Partners sold 8,920 Insight Select Income Fund shares in Q1 2022, an estimated $200K.
Stratos Wealth Partners first reported a position in Insight Select Income Fund in Q4 2017 and held it in 11 quarters.
Stratos Wealth Partners's Insight Select Income Fund position peaked at $311K in Q2 2020.
40 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q1 2022.

Based on Stratos Wealth Partners's 13F filing for Q1 2022, filed 26 Apr 2022.