Insight Advisors, LLC Closed Holding Positions

Insight Advisors, LLC

  • $380 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ISRG
Intuitive Surgical Inc

Healthcare
Q1 2022 Filed on May 13, 2022
581
$262.77 - $360.0 $153K - $209K
PDI
Pimco Dynamic Income Fund

Financial Services
Q1 2022 Filed on May 13, 2022
20,363
$22.11 - $26.52 $450K - $540K
BITO
Proshares Tr Bitcoin Strategy

ETFs
Q1 2022 Filed on May 13, 2022
8,850
$22.31 - $30.13 $197K - $267K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q1 2022 Filed on May 13, 2022
5,120
$63.2 - $85.09 $324K - $436K
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q1 2022 Filed on May 13, 2022
7,400
$50.1 - $50.39 $371K - $373K
MILN
Global X Funds Global X Millen

ETFs
Q1 2022 Filed on May 13, 2022
5,398
$32.85 - $42.82 $177K - $231K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
880
$289.24 - $387.56 $255K - $341K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 13, 2022
13,317
$26.09 - $33.45 $347K - $445K
CABO
Cable One, Inc.

Communication Services
Q1 2022 Filed on May 13, 2022
148
$1396.44 - $1743.82 $207K - $258K
SHOP
Shopify Inc.

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

Communication Services
Q1 2022 Filed on May 13, 2022
8,459
$100.69 - $233.19 $852K - $1.97M
FCVT
First Tr Exchange Traded Fd Iv

ETFs
Q4 2021 Filed on Feb 09, 2022
3,949
$41.36 - $53.89 $163K - $213K
MSTR
Microstrategy Inc

Technology
Q4 2021 Filed on Feb 09, 2022
279
$544.49 - $860.0 $152K - $240K
KEMQ
Kraneshares Tr Emerging Mkts C

ETFs
Q4 2021 Filed on Feb 09, 2022
48,483
$22.9 - $29.36 $1.11M - $1.42M
PTH
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 09, 2022
1,771
$47.9 - $55.2 $84.8K - $97.8K
BROS
Dutch Bros Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 09, 2022
3,180
$41.69 - $76.25 $133K - $242K
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q4 2021 Filed on Feb 09, 2022
3,628
$86.86 - $104.35 $315K - $379K
PAVM
Pa Vmed Inc.

Healthcare
Q4 2021 Filed on Feb 09, 2022
10,000
$2.46 - $8.74 $24.6K - $87.4K
ANY
Sphere 3 D Corp.

Technology
Q4 2021 Filed on Feb 09, 2022
21,800
$2.95 - $8.28 $64.3K - $181K
VFH
Vanguard Financial ETF

ETFs
Q4 2021 Filed on Feb 09, 2022
2,002
$92.72 - $100.95 $186K - $202K
Pimco Income Opportunity Fd
Q4 2021 Filed on Feb 09, 2022
12,500
N/A
Pimco Dynamic Cr Income Fd
Q4 2021 Filed on Feb 09, 2022
15,800
N/A
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Feb 09, 2022
1,707
$135.09 - $284.11 $231K - $485K
Draftkings Inc
Q4 2021 Filed on Feb 09, 2022
4,655
N/A
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Feb 09, 2022
1,056
N/A
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
Q4 2021 Filed on Feb 09, 2022
12,750
$13.79 - $15.05 $176K - $192K
QTEC
First Trust Nasdaq 100 Technol

ETFs
Q3 2021 Filed on Nov 12, 2021
3,370
$153.13 - $169.06 $516K - $570K
WISH
Context Logic Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
76,200
$5.46 - $12.24 $416K - $933K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
Q3 2021 Filed on Nov 12, 2021
4,513
$53.74 - $59.94 $243K - $271K
LEGR
First Tr ETF Indxx Innovation

ETFs
Q3 2021 Filed on Nov 12, 2021
5,036
$40.95 - $44.07 $206K - $222K
SOL
Rene Sola LTD

Technology
Q3 2021 Filed on Nov 12, 2021
20,300
$6.17 - $9.07 $125K - $184K
ISCG
Ishares Morningstar Small Cap

ETFs
Q3 2021 Filed on Nov 12, 2021
4,562
$48.09 - $52.25 $219K - $238K
JETS
ETF Ser Solutions U S Global J

ETFs
Q3 2021 Filed on Nov 12, 2021
9,386
$21.57 - $24.62 $202K - $231K
NNDM
Nano Dimension Ltd.

Technology
Q3 2021 Filed on Nov 12, 2021
48,700
$5.39 - $8.0 $262K - $390K
BBIG
Vinco Ventures, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
27,000
$1.49 - $7.36 $40.2K - $199K
POWW
Ammo, Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
19,847
$6.12 - $9.55 $121K - $190K
AMPG
Ampli Tech Group, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
69,650
$3.25 - $4.77 $226K - $332K
ASXC
Asensus Surgical, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
164,500
$1.74 - $2.93 $286K - $482K
FBRX
Forte Biosciences, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
19,150
$2.96 - $36.67 $56.7K - $702K
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
70,805
$20.5 - $20.75 $1.45M - $1.47M
ITRM
Iterum Therapeutics PLC

Healthcare
Q3 2021 Filed on Nov 12, 2021
35,000
$0.54 - $2.29 $18.9K - $80.2K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q3 2021 Filed on Nov 12, 2021
16,826
$52.52 - $55.82 $884K - $939K
HYLS
First Tr Tactical High Yield L

ETFs
Q2 2021 Filed on Aug 12, 2021
25,112
$48.31 - $48.86 $1.21M - $1.23M
FPX
First Trust Us Equity Opportun

ETFs
Q2 2021 Filed on Aug 12, 2021
4,128
$110.48 - $128.38 $456K - $530K
EXAS
Exact Sciences Corp

Healthcare
Q2 2021 Filed on Aug 12, 2021
2,625
$93.66 - $139.27 $246K - $366K
Gs Acquisition Hldgs Corp Ii
Q2 2021 Filed on Aug 12, 2021
33,970
N/A
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 12, 2021
3,799
$97.5 - $119.26 $370K - $453K
KMX
Carmax Inc

Consumer Cyclical
Q2 2021 Filed on Aug 12, 2021
3,090
$113.16 - $137.9 $350K - $426K
FTGC
First Trust Global Tactical CO

ETFs
Q2 2021 Filed on Aug 12, 2021
124,300
$20.93 - $23.94 $2.6M - $2.98M
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