CAS
IGA

Coppell Advisory Solutions’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Coppell Advisory Solutions’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
-118
Closed -$1.06K – 1052
2024
Q4 		$1.06K Buy
+118
New +$1.12K ﹤0.01% 1655

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

Coppell Advisory Solutions's IGA Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q1 2025, closing a stake of 118 shares — an estimated $1.06K sold.

Coppell Advisory Solutions first reported a position in IGA in Q4 2024 and held it in 1 quarter. The position peaked at $1.06K in Q4 2024. 36 funds tracked by Wall St. Rank hold IGA as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 118 Voya Global Advantage and Premium Opportunity Fund shares in Q1 2025, an estimated $1.06K.
  • Coppell Advisory Solutions first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's Voya Global Advantage and Premium Opportunity Fund position peaked at $1.06K in Q4 2024.
  • 36 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.