Avantax Advisory Services’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Avantax Advisory Services’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
2025 Q2	$105K	Buy	10,578 +98	+0.9%	+$958	﹤0.01%	2284
2025 Q1	$103K	Sell	10,480 -506	-5%	-$4.83K	﹤0.01%	2160
2024 Q4	$101K	Sell	10,986 -5,890	-35%	-$55.7K	﹤0.01%	2122
2024 Q3	$160K	Buy	16,876 +112	+0.7%	+$1.03K	﹤0.01%	2031
2024 Q2	$148K	Buy	16,764 +161	+1%	+$1.42K	﹤0.01%	1986
2024 Q1	$150K	Buy	16,603 +86	+0.5%	+$742	﹤0.01%	1571
2023 Q4	$141K	Sell	16,517 -730	-4%	-$6.04K	﹤0.01%	1510
2023 Q3	$143K	Buy	17,247 +901	+6%	+$7.56K	﹤0.01%	1466
2023 Q2	$140K	Buy	16,346 +74	+0.5%	+$618	﹤0.01%	1428
2023 Q1	$139K	Sell	16,272 -2,407	-13%	-$21.2K	﹤0.01%	1407
2022 Q4	$163K	Buy	18,679 +4,124	+28%	+$35.9K	﹤0.01%	1332
2022 Q3	$123K	Buy	+14,555	New	+$132K	﹤0.01%	1260

Other funds holding IGA

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Avantax Advisory Services's IGA Position: Q2 2025 in Review

Avantax Advisory Services increased its Voya Global Advantage and Premium Opportunity Fund (IGA) stake by 0.94% in Q2 2025, buying an estimated $958 and bringing the position to 10,578 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #2284.

Avantax Advisory Services first reported a position in IGA in Q3 2022 and has held it in 12 quarters since. The position peaked at $163K in Q4 2022. 37 funds tracked by Wall St. Rank hold IGA as of Q2 2025.

Avantax Advisory Services held 10,578 shares of Voya Global Advantage and Premium Opportunity Fund worth $105K as of Q2 2025.
Avantax Advisory Services bought 98 Voya Global Advantage and Premium Opportunity Fund shares in Q2 2025, an estimated $958.
Voya Global Advantage and Premium Opportunity Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2284 holding.
Avantax Advisory Services first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q3 2022 and has held it in 12 quarters since.
Avantax Advisory Services's Voya Global Advantage and Premium Opportunity Fund position peaked at $163K in Q4 2022.
37 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.