AWA
IGA

Acorn Wealth Advisors’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Acorn Wealth Advisors’s Portfolio IGA Stock Details IGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,088
Closed -$12K – 271
2018
Q2 		$12K Hold
1,088
– – 0.01% 484
2018
Q1 		$12K Buy
+1,088
New +$12.3K 0.01% 478

Other funds holding IGA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Acorn Wealth Advisors's IGA Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q3 2018, closing a stake of 1,088 shares — an estimated $12K sold.

Acorn Wealth Advisors first reported a position in IGA in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q2 2018. 36 funds tracked by Wall St. Rank hold IGA as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,088 Voya Global Advantage and Premium Opportunity Fund shares in Q3 2018, an estimated $12K.
  • Acorn Wealth Advisors first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q1 2018 and held it in 2 quarters.
  • Acorn Wealth Advisors's Voya Global Advantage and Premium Opportunity Fund position peaked at $12K in Q2 2018.
  • 36 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.