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INSI

Insight Select Income Fund

Delisted

INSI was delisted on the 31st of January, 2025.

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$20.6M +$830K +41,342 +4%
Wells Fargo
2
Wells Fargo
California
$17.9M +$1.08M +53,789 +6%
KIM
3
Karpus Investment Management
New York
$4.59M -$8.29M -413,114 -64%
MRCM
4
M&R Capital Management
New Jersey
$2.56M
Invesco
5
Invesco
Georgia
$2.54M +$2.58M +128,591 New
PMG
6
ProVise Management Group
Florida
$1.25M +$62K +3,090 +5%
GC
7
Guggenheim Capital
Illinois
$1.14M -$39.5K -1,969 -3%
WA
8
WealthTrust Axiom
Pennsylvania
$775K
RJFSA
9
Raymond James Financial Services Advisors
Florida
$691K +$420K +20,921 +149%
UCI
10
Uncommon Cents Investing
Wisconsin
$659K
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$475K -$46.1K -2,295 -9%
GCP
12
Gill Capital Partners
Colorado
$455K +$462K +23,028 New
LPL Financial
13
LPL Financial
California
$402K +$128K +6,400 +46%
UBS Group
14
UBS Group
Switzerland
$268K -$18.4K -918 -6%
RJA
15
Raymond James & Associates
Florida
$256K -$34.7K -1,728 -12%
SWP
16
Stratos Wealth Partners
Ohio
$247K +$80 +4 +0%
Bank of America
17
Bank of America
North Carolina
$239K +$32.8K +1,636 +16%
Morgan Stanley
18
Morgan Stanley
New York
$207K -$43.1K -2,147 -17%
BS
19
Boenning & Scattergood
Pennsylvania
$202K +$205K +10,215 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$75K -$20.1K -1,000 -21%
US Bancorp
21
US Bancorp
Minnesota
$59K -$10.3K -512 -14%
Osaic Holdings
22
Osaic Holdings
Arizona
$53K +$53.5K +2,668 New
AWA
23
Arkadios Wealth Advisors
Georgia
$52.4K
APA
24
American Portfolios Advisors
New York
$51.3K
AF
25
Advisornet Financial
Minnesota
$38K