Insight Wealth Partners, LLC GTO holdings history
INVESCO TOTAL RETURN BOND ET · CUSIP 46090A804 · CIK 1627003
As of 2026-06-30, Insight Wealth Partners, LLC reported 104.38K GTO (shares), valued at $4.89M, or 0.66% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares decreased 26.32%; reported value decreased 26.26%, and weight changed -2.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.66% | 104,378 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 2.68% | 141,670 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 2.61% | 132,028 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 2.62% | 124,604 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 2.68% | 102,875 | SEC filing ↗Filed Jul 31, 2025 |
| Q1 2025 | 2.86% | 101,293 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 2.93% | 99,718 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 2.62% | 88,747 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 2.52% | 83,855 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 2.57% | 84,494 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 2.46% | 68,862 | SEC filing ↗Filed Feb 13, 2024 |
| Q3 2023 | 2.52% | 67,182 | SEC filing ↗Filed Oct 30, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.52% | 67,182 | $3.00M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 30, 2023 |
| Q4 2023 | 2.46% | 68,862 | $3.25M | Shares increased 2.50%; reported value increased 8.49%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 2.57% | 84,494 | $3.96M | Shares increased 22.70%; reported value increased 21.58%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 2.52% | 83,855 | $3.89M | Shares decreased 0.76%; reported value decreased 1.71%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 2.62% | 88,747 | $4.29M | Shares increased 5.83%; reported value increased 10.26%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 2.93% | 99,718 | $4.63M | Shares increased 12.36%; reported value increased 7.94%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 2.86% | 101,293 | $4.75M | Shares increased 1.58%; reported value increased 2.74%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 2.68% | 102,875 | $4.82M | Shares increased 1.56%; reported value increased 1.47%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 2.62% | 124,604 | $5.92M | Shares increased 21.12%; reported value increased 22.72%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 2.61% | 132,028 | $6.26M | Shares increased 5.96%; reported value increased 5.76%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 2.68% | 141,670 | $6.63M | Shares increased 7.30%; reported value increased 5.97%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 0.66% | 104,378 | $4.89M | Shares decreased 26.32%; reported value decreased 26.26%, and weight changed -2.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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