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

Baird Financial 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
2026 Q1	$742K	Sell	77,601 -14,450	-16%	-$142K	﹤0.01%	1351
2025 Q4	$895K	Buy	92,051 +1,604	+2%	+$15.6K	﹤0.01%	1281
2025 Q3	$897K	Sell	90,447 -24,649	-21%	-$242K	﹤0.01%	1290
2025 Q2	$1.14M	Sell	115,096 -2,541	-2%	-$24.8K	﹤0.01%	1178
2025 Q1	$1.16M	Buy	+117,637	New	+$1.12M	﹤0.01%	1129
2016 Q3	–	Sell	-35,915	Closed	-$354K	–	1208
2016 Q2	$354K	Buy	35,915 +2,742	+8%	+$26.7K	﹤0.01%	1009
2016 Q1	$338K	Buy	33,173 +1,334	+4%	+$12.9K	﹤0.01%	1030
2015 Q4	$333K	Sell	31,839 -762	-2%	-$8.26K	﹤0.01%	1036
2015 Q3	$350K	Sell	32,601 -1,443	-4%	-$16.7K	﹤0.01%	1014
2015 Q2	$426K	Buy	+34,044	New	+$418K	﹤0.01%	1016

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

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 $1.04B AUM 8.96% 1-Year Est. Return

SFS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Baird Financial Group's IGA Position: Q1 2026 in Review

Baird Financial Group reduced its Voya Global Advantage and Premium Opportunity Fund (IGA) stake by 16% in Q1 2026, selling an estimated $142K and leaving 77,601 shares worth $742K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Baird Financial Group first reported a position in IGA in Q2 2015 and has held it in 10 quarters since. The position peaked at $1.16M in Q1 2025. 39 funds tracked by Wall St. Rank hold IGA as of Q1 2026.

Baird Financial Group held 77,601 shares of Voya Global Advantage and Premium Opportunity Fund worth $742K as of Q1 2026.
Baird Financial Group sold 14,450 Voya Global Advantage and Premium Opportunity Fund shares in Q1 2026, an estimated $142K.
Voya Global Advantage and Premium Opportunity Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1351 holding.
Baird Financial Group first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q2 2015 and has held it in 10 quarters since.
Baird Financial Group's Voya Global Advantage and Premium Opportunity Fund position peaked at $1.16M in Q1 2025.
39 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.