BWA
IGA

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

Beam 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
2021
Q4 		– Sell
-21,275
Closed -$211K – 107
2021
Q3 		$211K Hold
21,275
– – 0.18% 131
2021
Q2 		$209K Hold
21,275
– – 0.18% 128
2021
Q1 		$204K Buy
21,275
+1,000
+5% +$8.98K 0.18% 130
2020
Q4 		$177K Buy
20,275
+9,500
+88% +$80.4K 0.17% 121
2020
Q3 		$90K Buy
+10,775
New +$89.4K 0.08% 130

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Beam Wealth Advisors's IGA Position: Q4 2021 in Review

Beam Wealth Advisors sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q4 2021, closing a stake of 21,275 shares — an estimated $211K sold.

Beam Wealth Advisors first reported a position in IGA in Q3 2020 and held it in 5 quarters. The position peaked at $211K in Q3 2021. 30 funds tracked by Wall St. Rank hold IGA as of Q4 2021.

  • Beam Wealth Advisors reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q4 2021 after selling out during the quarter.
  • Beam Wealth Advisors sold 21,275 Voya Global Advantage and Premium Opportunity Fund shares in Q4 2021, an estimated $211K.
  • Beam Wealth Advisors first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q3 2020 and held it in 5 quarters.
  • Beam Wealth Advisors's Voya Global Advantage and Premium Opportunity Fund position peaked at $211K in Q3 2021.
  • 30 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.