Carson Wealth (CWM LLC)
IGA

Carson Wealth (CWM LLC)’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Carson Wealth (CWM LLC)’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 		$3.31K Hold
346
– – ﹤0.01% 5157
2025
Q4 		$3K Buy
346
+345
+34,500% +$3.36K ﹤0.01% 4982
2025
Q3 		$0 Hold
1
– – ﹤0.01% 5396
2025
Q2 		$0 Hold
1
– – ﹤0.01% 5197
2025
Q1 		$0 Buy
+1
New +$10 ﹤0.01% 5121
2019
Q1 		– Sell
-117,765
Closed -$1.08M – 3096
2018
Q4 		$1.08M Buy
+117,765
New +$1.2M 0.03% 371

Other funds holding IGA

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IGA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Voya Global Advantage and Premium Opportunity Fund (IGA) position steady in Q1 2026 at 346 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #5157.

Carson Wealth (CWM LLC) first reported a position in IGA in Q4 2018 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2018. 39 funds tracked by Wall St. Rank hold IGA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 346 shares of Voya Global Advantage and Premium Opportunity Fund worth $3.31K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Voya Global Advantage and Premium Opportunity Fund share count unchanged in Q1 2026.
  • Voya Global Advantage and Premium Opportunity Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5157 holding.
  • Carson Wealth (CWM LLC) first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2018 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s Voya Global Advantage and Premium Opportunity Fund position peaked at $1.08M in Q4 2018.
  • 39 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.