CIBC Private Wealth Group
IGA

CIBC Private Wealth Group’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

CIBC Private Wealth Group’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
2024
Q4 		– Sell
-5,513
Closed -$52.4K – 3072
2024
Q3 		$52.4K Sell
5,513
-2,237
-29% -$20.6K ﹤0.01% 1757
2024
Q2 		$67.8K Buy
+7,750
New +$68.2K ﹤0.01% 1553
2016
Q4 		– Sell
-27,500
Closed -$278K – 584
2016
Q3 		$278K Buy
+27,500
New +$271K ﹤0.01% 557

Other funds holding IGA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC Private Wealth Group's IGA Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q4 2024, closing a stake of 5,513 shares — an estimated $52.4K sold.

CIBC Private Wealth Group first reported a position in IGA in Q3 2016 and held it in 3 quarters. The position peaked at $278K in Q3 2016. 40 funds tracked by Wall St. Rank hold IGA as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 5,513 Voya Global Advantage and Premium Opportunity Fund shares in Q4 2024, an estimated $52.4K.
  • CIBC Private Wealth Group first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q3 2016 and held it in 3 quarters.
  • CIBC Private Wealth Group's Voya Global Advantage and Premium Opportunity Fund position peaked at $278K in Q3 2016.
  • 40 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.