Insight Wealth Partners, LLC Reduced Holdings in Q2 2024

Insight Wealth Partners, LLC

  • $577 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-10.4K
- 1.81%
$22.94 - $23.25 $239K - $242K
567K $13.1M
MUB
Ishares National Muni Bond ETF

ETFs
-2.43K
- 9.31%
$105.37 - $107.16 $256K - $261K
23.7K $2.52M
ACN
Accenture PLC

Technology
-450
- 14.48%
$281.76 - $339.17 $127K - $153K
2.66K $806K
PHYS
Sprott Physical Gold Trust

Financial Services
-21.5K
- 13.45%
$17.48 - $18.86 $375K - $405K
138K $2.5M
OPER
ETF Ser Solutions Clearshares

ETFs
-2.1K
- 23.13%
$100.03 - $100.58 $210K - $211K
6.98K $699K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.72K
- 4.0%
$105.01 - $107.23 $180K - $184K
41.2K $4.4M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-273
- 0.29%
$104.54 - $108.46 $28.5K - $29.6K
92.5K $9.91M
WPC
W. P. Carey Inc.

Real Estate
-3.06K
- 37.37%
$53.32 - $60.11 $163K - $184K
5.12K $281K
PULS
Pgim ETF Tr

ETFs
-3.36K
- 22.06%
$49.47 - $49.75 $166K - $167K
11.9K $589K
EMB
Ishares Tr

ETFs
-1.33K
- 3.92%
$86.66 - $89.88 $116K - $120K
32.7K $2.89M
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-4.46K
- 13.31%
$22.69 - $22.82 $101K - $102K
29K $659K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.95K
- 28.37%
$30.65 - $32.13 $90.3K - $94.7K
7.44K $234K
BSMU
Invesco Exchange Self Ind Tr

ETFs
-1.9K
- 1.38%
$21.53 - $22.05 $40.9K - $41.9K
136K $2.96M
GTO
Invesco Actively Managed ETF T

ETFs
-639
- 0.76%
$45.43 - $46.93 $29K - $30K
83.9K $3.89M
BOND
Pimco Active Bond Exchange Tra

ETFs
-399
- 1.75%
$89.04 - $91.74 $35.5K - $36.6K
22.4K $2.04M
ABT
Abbott Laboratories

Healthcare
-216
- 7.77%
$100.73 - $112.44 $21.8K - $24.3K
2.56K $266K
WEA
Western Asset Premier Bond Fund

Financial Services
-1.95K
- 2.3%
$10.43 - $10.85 $20.3K - $21.2K
82.8K $869K
CMBS
Ishares Cmbs ETF

ETFs
-418
- 0.93%
$45.81 - $47.08 $19.1K - $19.7K
44.4K $2.09M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-310
- 3.21%
$44.3 - $45.58 $13.7K - $14.1K
9.34K $422K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-245
- 0.74%
$19.69 - $20.1 $4.82K - $4.92K
32.8K $655K
TXN
Texas Instruments Inc

Technology
-324
- 3.37%
$159.68 - $202.54 $51.7K - $65.6K
9.29K $1.81M
AAPL
Apple Inc.

Technology
-436
- 4.65%
$165.0 - $216.67 $71.9K - $94.5K
8.95K $1.89M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-189
- 0.58%
$112.55 - $149.03 $21.3K - $28.2K
32.3K $4.71M
Activity Summary
Buys All Purchases 54 New Holdings 6 Increased Positions 48 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 4 Puts 0
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