Camelot Portfolios’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Camelot Portfolios’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	–	Sell	-4,803	Closed	-$46.7K	–	354
2025 Q4	$46.7K	Buy	+4,803	New	+$46.8K	0.03%	320
2024 Q3	–	Sell	-8,081	Closed	-$71.5K	–	337
2024 Q2	$71.5K	Buy	+8,081	New	+$71.1K	0.04%	277

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

Camelot Portfolios's IGA Position: Q1 2026 in Review

Camelot Portfolios sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q1 2026, closing a stake of 4,803 shares — an estimated $46.7K sold.

Camelot Portfolios first reported a position in IGA in Q2 2024 and held it in 2 quarters. The position peaked at $71.5K in Q2 2024. 39 funds tracked by Wall St. Rank hold IGA as of Q1 2026.

Camelot Portfolios reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q1 2026 after selling out during the quarter.
Camelot Portfolios sold 4,803 Voya Global Advantage and Premium Opportunity Fund shares in Q1 2026, an estimated $46.7K.
Camelot Portfolios first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q2 2024 and held it in 2 quarters.
Camelot Portfolios's Voya Global Advantage and Premium Opportunity Fund position peaked at $71.5K in Q2 2024.
39 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.