BBPWM
IGA

Blue Bell Private Wealth Management’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Blue Bell Private 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
2025
Q1 		– Sell
-935
Closed -$8.6K – 736
2024
Q4 		$8.6K Sell
935
-3,494
-79% -$33.1K ﹤0.01% 511
2024
Q3 		$42.1K Sell
4,429
-16,130
-78% -$149K 0.01% 386
2024
Q2 		$182K Sell
20,559
-851
-4% -$7.49K 0.04% 202
2024
Q1 		$194K Sell
21,410
-8,543
-29% -$73.7K 0.04% 192
2023
Q4 		$255K Buy
29,953
+26,500
+767% +$219K 0.06% 145
2023
Q3 		$28.7K Sell
3,453
-2,400
-41% -$20.1K 0.01% 320
2023
Q2 		$50K Buy
5,853
+4,557
+352% +$38.1K 0.01% 257
2023
Q1 		$11.1K Sell
1,296
-3,400
-72% -$30K ﹤0.01% 366
2022
Q4 		$40.9K Buy
4,696
+900
+24% +$7.83K 0.01% 231
2022
Q3 		$32K Buy
3,796
+163
+4% +$1.47K 0.01% 249
2022
Q2 		$33K Buy
3,633
+2,831
+353% +$26.4K 0.01% 251
2022
Q1 		$8K Buy
+802
New +$7.81K ﹤0.01% 463
2020
Q4 		– Sell
-1,820
Closed -$15K – 153
2020
Q3 		$15K Sell
1,820
-9,796
-84% -$81.3K 0.01% 131
2020
Q2 		$100K Sell
11,616
-41,011
-78% -$330K 0.05% 81
2020
Q1 		$403K Buy
52,627
+48,462
+1,164% +$467K 0.22% 39
2019
Q4 		$44K Buy
+4,165
New +$43.3K 0.02% 115
2018
Q1 		– Sell
-4,655
Closed -$53K – 230
2017
Q4 		$53K Sell
4,655
-2,494
-35% -$28.5K 0.02% 121
2017
Q3 		$82K Sell
7,149
-13,109
-65% -$144K 0.04% 107
2017
Q2 		$219K Buy
20,258
+2,891
+17% +$30.7K 0.11% 67
2017
Q1 		$182K Buy
17,367
+14,376
+481% +$147K 0.1% 74
2016
Q4 		$30K Sell
2,991
-2,355
-44% -$23K 0.02% 149
2016
Q3 		$55K Sell
5,346
-2,922
-35% -$28.8K 0.03% 195
2016
Q2 		$82K Buy
8,268
+2,161
+35% +$21.1K 0.05% 153
2016
Q1 		$62K Buy
+6,107
New +$59.1K 0.04% 196
2015
Q1 		– Sell
-1,000
Closed -$11K – 428
2014
Q4 		$11K Hold
1,000
– – 0.01% 368
2014
Q3 		$12K Hold
1,000
– – 0.01% 373
2014
Q2 		$12K Buy
+1,000
New +$11.9K 0.01% 347
2014
Q1 		– Sell
-1,000
Closed -$12K – 394
2013
Q4 		$12K Buy
+1,000
New +$11.8K 0.01% 346

Other funds holding IGA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Blue Bell Private Wealth Management's IGA Position: Q1 2025 in Review

Blue Bell Private Wealth Management sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q1 2025, closing a stake of 935 shares — an estimated $8.6K sold.

Blue Bell Private Wealth Management first reported a position in IGA in Q4 2013 and held it in 28 quarters. The position peaked at $403K in Q1 2020. 36 funds tracked by Wall St. Rank hold IGA as of Q1 2025.

  • Blue Bell Private Wealth Management reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q1 2025 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 935 Voya Global Advantage and Premium Opportunity Fund shares in Q1 2025, an estimated $8.6K.
  • Blue Bell Private Wealth Management first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2013 and held it in 28 quarters.
  • Blue Bell Private Wealth Management's Voya Global Advantage and Premium Opportunity Fund position peaked at $403K in Q1 2020.
  • 36 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.