B. Riley Wealth Advisors’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

B. Riley 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
2023 Q3	–	Sell	-10,500	Closed	-$89.7K	–	1579
2023 Q2	$89.7K	Hold	10,500	–	–	﹤0.01%	1445
2023 Q1	$89.7K	Hold	10,500	–	–	﹤0.01%	1395
2022 Q4	$93.4K	Hold	10,500	–	–	﹤0.01%	1367
2022 Q3	$89K	Sell	10,500 -1,000	-9%	-$9.04K	﹤0.01%	1338
2022 Q2	$105K	Hold	11,500	–	–	﹤0.01%	1118
2022 Q1	$112K	Sell	11,500 -219	-2%	-$2.13K	﹤0.01%	1284
2021 Q4	$122K	Buy	11,719 +219	+2%	+$2.2K	﹤0.01%	1323
2021 Q3	$114K	Hold	11,500	–	–	﹤0.01%	1320
2021 Q2	$113K	Hold	11,500	–	–	﹤0.01%	1299
2021 Q1	$111K	Sell	11,500 -259	-2%	-$2.33K	﹤0.01%	1286
2020 Q4	$103K	Buy	11,759 +259	+2%	+$2.19K	0.01%	986
2020 Q3	$96K	Hold	11,500	–	–	0.01%	897
2020 Q2	$95K	Hold	11,500	–	–	0.01%	823
2020 Q1	$89K	Buy	11,500 +802	+7%	+$7.73K	0.01%	729
2019 Q4	$113K	Buy	10,698 +198	+2%	+$2.06K	0.01%	793
2019 Q3	$109K	Hold	10,500	–	–	0.01%	770
2019 Q2	$113K	Hold	10,500	–	–	0.01%	752
2019 Q1	$114K	Sell	10,500 -257	-2%	-$2.62K	0.01%	694
2018 Q4	$99K	Buy	10,757 +257	+2%	+$2.61K	0.01%	620
2018 Q3	$121K	Buy	+10,500	New	+$121K	0.01%	677
2017 Q1	–	Sell	-16,878	Closed	-$166K	–	545
2016 Q4	$166K	Buy	16,878 +278	+2%	+$2.71K	0.03%	477
2016 Q3	$168K	Buy	16,600 +5,200	+46%	+$51.3K	0.03%	552
2016 Q2	$113K	Buy	11,400 +500	+5%	+$4.88K	0.02%	561
2016 Q1	$111K	Buy	+10,900	New	+$106K	0.03%	506
2015 Q1	–	Sell	-4,000	Closed	-$46	–	1233
2014 Q4	$46	Buy	+4,000	New	+$47.4K	﹤0.01%	2135
2014 Q3	–	Sell	-5,843	Closed	-$72K	–	1233
2014 Q2	$72K	Hold	5,843	–	–	0.02%	868
2014 Q1	$70K	Hold	5,843	–	–	0.02%	694
2013 Q4	$69K	Hold	5,843	–	–	0.02%	619
2013 Q3	$70K	Hold	5,843	–	–	0.02%	606
2013 Q2	$72K	Buy	+5,843	New	+$75.5K	0.02%	621

Other funds holding IGA

AAM

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

B. Riley Wealth Advisors's IGA Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q3 2023, closing a stake of 10,500 shares — an estimated $89.7K sold.

B. Riley Wealth Advisors first reported a position in IGA in Q2 2013 and held it in 30 quarters. The position peaked at $168K in Q3 2016. 47 funds tracked by Wall St. Rank hold IGA as of Q3 2023.

B. Riley Wealth Advisors reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 10,500 Voya Global Advantage and Premium Opportunity Fund shares in Q3 2023, an estimated $89.7K.
B. Riley Wealth Advisors first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q2 2013 and held it in 30 quarters.
B. Riley Wealth Advisors's Voya Global Advantage and Premium Opportunity Fund position peaked at $168K in Q3 2016.
47 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.