BWA
IGA

BDO Wealth Advisors’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

BDO 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
2022
Q1 		– Sell
-2,000
Closed -$21K – 1090
2021
Q4 		$21K Buy
+2,000
New +$20.1K ﹤0.01% 613

Other funds holding IGA

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BDO Wealth Advisors's IGA Position: Q1 2022 in Review

BDO Wealth Advisors sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q1 2022, closing a stake of 2,000 shares — an estimated $21K sold.

BDO Wealth Advisors first reported a position in IGA in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 36 funds tracked by Wall St. Rank hold IGA as of Q1 2022.

  • BDO Wealth Advisors reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q1 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 2,000 Voya Global Advantage and Premium Opportunity Fund shares in Q1 2022, an estimated $21K.
  • BDO Wealth Advisors first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2021 and held it in 1 quarter.
  • BDO Wealth Advisors's Voya Global Advantage and Premium Opportunity Fund position peaked at $21K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2022.

Based on BDO Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.