AG
IGA

Advisor Group’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Advisor Group’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
2019
Q4 		$394K Buy
37,599
+1,684
+5% +$17.5K ﹤0.01% 1848
2019
Q3 		$372K Sell
35,915
-6,126
-15% -$64.6K ﹤0.01% 1828
2019
Q2 		$449K Buy
42,041
+3,155
+8% +$33.1K ﹤0.01% 1689
2019
Q1 		$420K Buy
38,886
+2,924
+8% +$29.8K ﹤0.01% 1720
2018
Q4 		$330K Sell
35,962
-3,761
-9% -$38.2K ﹤0.01% 1704
2018
Q3 		$454K Sell
39,723
-172
-0.4% -$1.98K ﹤0.01% 1539
2018
Q2 		$463K Buy
39,895
+3,095
+8% +$35K 0.01% 1361
2018
Q1 		$401K Buy
36,800
+5,851
+19% +$66.2K 0.01% 1471
2017
Q4 		$353K Buy
30,949
+3
+0% +$34 ﹤0.01% 1574
2017
Q3 		$356K Buy
30,946
+227
+0.7% +$2.49K 0.01% 1413
2017
Q2 		$332K Buy
30,719
+13,528
+79% +$144K 0.01% 1405
2017
Q1 		$180K Buy
17,191
+377
+2% +$3.84K ﹤0.01% 1744
2016
Q4 		$165K Buy
16,814
+503
+3% +$4.9K ﹤0.01% 1693
2016
Q3 		$165K Sell
16,311
-597
-4% -$5.89K ﹤0.01% 1666
2016
Q2 		$166K Buy
+16,908
New +$165K ﹤0.01% 1588

Other funds holding IGA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisor Group's IGA Position: Q4 2019 in Review

Advisor Group increased its Voya Global Advantage and Premium Opportunity Fund (IGA) stake by 4.7% in Q4 2019, buying an estimated $17.5K and bringing the position to 37,599 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

Advisor Group first reported a position in IGA in Q2 2016 and has held it in 15 quarters since. The position peaked at $463K in Q2 2018. 35 funds tracked by Wall St. Rank hold IGA as of Q4 2019.

  • Advisor Group held 37,599 shares of Voya Global Advantage and Premium Opportunity Fund worth $394K as of Q4 2019.
  • Advisor Group bought 1,684 Voya Global Advantage and Premium Opportunity Fund shares in Q4 2019, an estimated $17.5K.
  • Voya Global Advantage and Premium Opportunity Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1848 holding.
  • Advisor Group first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Voya Global Advantage and Premium Opportunity Fund position peaked at $463K in Q2 2018.
  • 35 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.