BWM
IGA

Baystate Wealth Management’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Baystate Wealth Management’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
Q4 		$4.26K Buy
+500
New +$4.13K ﹤0.01% 925

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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Baystate Wealth Management's IGA Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Voya Global Advantage and Premium Opportunity Fund (IGA) in Q4 2023: 500 shares worth $4.26K. The stake represents ﹤0.01% of the portfolio and ranks #925 among its holdings.

45 funds tracked by Wall St. Rank hold IGA as of Q4 2023.

  • Baystate Wealth Management held 500 shares of Voya Global Advantage and Premium Opportunity Fund worth $4.26K as of Q4 2023.
  • Voya Global Advantage and Premium Opportunity Fund was a new Baystate Wealth Management position in Q4 2023.
  • Voya Global Advantage and Premium Opportunity Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #925 holding.
  • 45 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.