AWS
IGA

Atria Wealth Solutions’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Atria Wealth Solutions’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
2024
Q2 		– Sell
-15,809
Closed -$143K – 1993
2024
Q1 		$143K Buy
15,809
+594
+4% +$5.13K ﹤0.01% 1862
2023
Q4 		$130K Buy
15,215
+98
+0.6% +$810 ﹤0.01% 1835
2023
Q3 		$125K Buy
15,117
+91
+0.6% +$764 ﹤0.01% 1762
2023
Q2 		$128K Buy
15,026
+89
+0.6% +$744 ﹤0.01% 1762
2023
Q1 		$128K Sell
14,937
-196
-1% -$1.73K ﹤0.01% 1734
2022
Q4 		$132K Sell
15,133
-406
-3% -$3.53K ﹤0.01% 1675
2022
Q3 		$131K Buy
+15,539
New +$141K ﹤0.01% 1607
2022
Q2 		– Sell
-10,887
Closed -$105K – 1759
2022
Q1 		$105K Buy
+10,887
New +$106K ﹤0.01% 1663

Other funds holding IGA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Atria Wealth Solutions's IGA Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q2 2024, closing a stake of 15,809 shares — an estimated $143K sold.

Atria Wealth Solutions first reported a position in IGA in Q1 2022 and held it in 8 quarters. The position peaked at $143K in Q1 2024. 39 funds tracked by Wall St. Rank hold IGA as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 15,809 Voya Global Advantage and Premium Opportunity Fund shares in Q2 2024, an estimated $143K.
  • Atria Wealth Solutions first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q1 2022 and held it in 8 quarters.
  • Atria Wealth Solutions's Voya Global Advantage and Premium Opportunity Fund position peaked at $143K in Q1 2024.
  • 39 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.