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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-26,720
Closed -$463K 3207
2024
Q4
$463K Buy
+26,720
New +$464K ﹤0.01% 2042

Wealth Enhancement Advisory Services's INSI Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of Insight Select Income Fund (INSI) in Q1 2025, closing a stake of 26,720 shares — an estimated $463K sold.

Wealth Enhancement Advisory Services first reported a position in INSI in Q4 2024 and held it in 1 quarter. The position peaked at $463K in Q4 2024. 0 funds tracked by Wall St. Rank hold INSI as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining Insight Select Income Fund position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 26,720 Insight Select Income Fund shares in Q1 2025, an estimated $463K.
  • Wealth Enhancement Advisory Services first reported a position in Insight Select Income Fund in Q4 2024 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Insight Select Income Fund position peaked at $463K in Q4 2024.
  • 0 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.