Investment Insight Wealth Management, LLC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Investment Insight Wealth Management, LLC opened 7 positions, added to 8, reduced 0, sold out of 4 and left 1 unchanged. The largest increase in value was MGK (+$2,787,801); the largest decrease was CGDV (-$1,625,721).
- CGDV: Country of operation —; Class SHS CREATION UNI; Shares 2026-03-31 38,206; Shares 2026-06-30 0.
- XLF: Country of operation —; Class STATE STREET FIN; Shares 2026-03-31 5,044; Shares 2026-06-30 0.
- XLI: Country of operation —; Class STATE STREET IND; Shares 2026-03-31 1,466; Shares 2026-06-30 0.
- XLK: Country of operation —; Class STATE STREET TEC; Shares 2026-03-31 1,623; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1737917): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-07-27). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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