Insight Advisors, LLC Closed Holding Positions

Insight Advisors, LLC

  • $372 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TGT
Target Corp

Consumer Defensive
Q2 2022 Filed on Aug 11, 2022
1,368
$139.3 - $249.32 $191K - $341K
HDV
Ishares Core High Dividend ETF

ETFs
Q2 2022 Filed on Aug 11, 2022
1,873
$97.13 - $109.92 $182K - $206K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
Q2 2022 Filed on Aug 11, 2022
3,255
$49.67 - $65.18 $162K - $212K
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
Q2 2022 Filed on Aug 11, 2022
10,100
$3.48 - $5.1 $35.1K - $51.5K
PEGA
Pegasystems Inc

Technology
Q2 2022 Filed on Aug 11, 2022
2,816
$44.01 - $81.45 $124K - $229K
AHT
Ashford Hospitality Trust Inc

Real Estate
Q2 2022 Filed on Aug 11, 2022
14,820
$4.8 - $9.89 $71.1K - $147K
PSLV
Sprott Physical Silver Trust

Financial Services
Q2 2022 Filed on Aug 11, 2022
56,300
$6.9 - $9.1 $388K - $512K
SQ
Block, Inc.

Technology
Q2 2022 Filed on Aug 11, 2022
3,007
$57.51 - $145.19 $173K - $437K
TWLO
Twilio Inc

Communication Services
Q2 2022 Filed on Aug 11, 2022
1,580
$78.73 - $174.71 $124K - $276K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q2 2022 Filed on Aug 11, 2022
3,856
$75.37 - $81.44 $291K - $314K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q2 2022 Filed on Aug 11, 2022
4,773
$50.05 - $51.06 $239K - $244K
NSC
Norfolk Southern Corp

Industrials
Q2 2022 Filed on Aug 11, 2022
951
$221.47 - $269.82 $211K - $257K
SNLN
Highland Fds I Highland/Iboxx

ETFs
Q2 2022 Filed on Aug 11, 2022
10,970
$14.72 - $15.72 $161K - $172K
VLO
Valero Energy Corp

Energy
Q2 2022 Filed on Aug 11, 2022
3,749
$100.74 - $145.08 $378K - $544K
COIN
Coinbase Global, Inc.

Technology
Q2 2022 Filed on Aug 11, 2022
1,251
$47.02 - $191.65 $58.8K - $240K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 11, 2022
1,390
$89.08 - $177.02 $124K - $246K
FYX
First Tr Small Cap Core Alphad

ETFs
Q2 2022 Filed on Aug 11, 2022
2,241
$74.54 - $92.21 $167K - $207K
XLF
Financial Sector Spdr

ETFs
Q2 2022 Filed on Aug 11, 2022
5,556
$30.84 - $38.22 $171K - $212K
FAZ
Direxion Shs ETF Tr Direxion D

ETFs
Q2 2022 Filed on Aug 11, 2022
16,750
$18.56 - $31.87 $311K - $534K
TZA
Direxion Shs ETF Tr Direxion D

ETFs
Q2 2022 Filed on Aug 11, 2022
32,180
$29.44 - $52.26 $947K - $1.68M
DBO
Invesco Db Oil Fund

ETFs
Q2 2022 Filed on Aug 11, 2022
34,529
$17.4 - $21.08 $601K - $728K
PXE
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 11, 2022
12,690
$25.68 - $36.33 $326K - $461K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q2 2022 Filed on Aug 11, 2022
24,313
$47.98 - $48.96 $1.17M - $1.19M
OKE
Oneok Inc

Energy
Q2 2022 Filed on Aug 11, 2022
5,347
$53.31 - $73.62 $285K - $394K
VIXY
Proshares Tr Ii Vix Short Term

ETFs
Q2 2022 Filed on Aug 11, 2022
29,470
$75.7 - $108.95 $2.23M - $3.21M
EW
Edwards Lifesciences Corp

Healthcare
Q2 2022 Filed on Aug 11, 2022
1,743
$86.5 - $128.27 $151K - $224K
MMM
3 M CO

Industrials
Q2 2022 Filed on Aug 11, 2022
1,376
$129.41 - $154.23 $178K - $212K
BGFV
Big 5 Sporting Goods Corp

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
28,336
$15.29 - $20.1 $433K - $570K
FXN
First Tr Exchange Traded Fd Fi

ETFs
Q1 2022 Filed on May 13, 2022
14,053
$12.26 - $16.37 $172K - $230K
BITO
Proshares Tr Bitcoin Strategy

ETFs
Q1 2022 Filed on May 13, 2022
8,850
$22.31 - $30.13 $197K - $267K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
Q1 2022 Filed on May 13, 2022
5,310
$51.8 - $70.08 $275K - $372K
CG
Carlyle Group Inc.

Financial Services
Q1 2022 Filed on May 13, 2022
10,258
$40.59 - $55.57 $416K - $570K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q1 2022 Filed on May 13, 2022
5,120
$63.2 - $85.09 $324K - $436K
ROKU
Roku, Inc

Communication Services
Q1 2022 Filed on May 13, 2022
8,459
$100.69 - $233.19 $852K - $1.97M
VO
Vanguard Mid Cap ETF

ETFs
Q1 2022 Filed on May 13, 2022
870
$219.86 - $253.39 $191K - $220K
VT
Vanguard Total World Stk Index

ETFs
Q1 2022 Filed on May 13, 2022
2,428
$93.8 - $108.09 $228K - $262K
Invesco Mortgage Capital Inc
Q1 2022 Filed on May 13, 2022
13,000
N/A
CABO
Cable One, Inc.

Communication Services
Q1 2022 Filed on May 13, 2022
148
$1396.44 - $1743.82 $207K - $258K
Wisdomtree Tr
Q1 2022 Filed on May 13, 2022
21,583
N/A
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
880
$289.24 - $387.56 $255K - $341K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q1 2022 Filed on May 13, 2022
1,570
$115.14 - $134.62 $181K - $211K
SWKS
Skyworks Solutions, Inc.

Technology
Q1 2022 Filed on May 13, 2022
1,536
$120.56 - $161.25 $185K - $248K
MREO
Mereo Biopharma Group PLC

Healthcare
Q1 2022 Filed on May 13, 2022
15,712
$1.04 - $1.7 $16.3K - $26.7K
PDI
Pimco Dynamic Income Fund

Financial Services
Q1 2022 Filed on May 13, 2022
20,363
$22.11 - $26.52 $450K - $540K
METV
Listed Fds Tr Roundhill Ball M

ETFs
Q1 2022 Filed on May 13, 2022
11,897
$10.29 - $15.25 $122K - $181K
SOFI
So Fi Technologies, Inc.

Financial Services
Q1 2022 Filed on May 13, 2022
42,888
$7.93 - $15.68 $340K - $672K
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q1 2022 Filed on May 13, 2022
7,400
$50.1 - $50.39 $371K - $373K
HYG
Ishares Tr

ETFs
Q1 2022 Filed on May 13, 2022
3,043
$79.97 - $86.97 $243K - $265K
SHOP
Shopify Inc.

Technology
Q1 2022 Filed on May 13, 2022
250
$51.26 - $136.31 $12.8K - $34.1K
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