Envestnet Asset Management’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Envestnet Asset 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
2026 Q1	–	Sell	-41,932	Closed	-$408K	–	4768
2025 Q4	$408K	Buy	41,932 +5,789	+16%	+$56.4K	﹤0.01%	3843
2025 Q3	$359K	Sell	36,143 -7,186	-17%	-$70.6K	﹤0.01%	3972
2025 Q2	$430K	Buy	43,329 +3,238	+8%	+$31.7K	﹤0.01%	3805
2025 Q1	$394K	Buy	+40,091	New	+$383K	﹤0.01%	3763
2024 Q1	–	Sell	-28,583	Closed	-$244K	–	4229
2023 Q4	$244K	Sell	28,583 -2,528	-8%	-$20.9K	﹤0.01%	3724
2023 Q3	$258K	Sell	31,111 -5,712	-16%	-$47.9K	﹤0.01%	3614
2023 Q2	$314K	Sell	36,823 -3,134	-8%	-$26.2K	﹤0.01%	3466
2023 Q1	$341K	Buy	39,957 +9,466	+31%	+$83.5K	﹤0.01%	3378
2022 Q4	$265K	Sell	30,491 -764	-2%	-$6.65K	﹤0.01%	3501
2022 Q3	$263K	Buy	+31,255	New	+$283K	﹤0.01%	3431
2019 Q3	–	Sell	-28,043	Closed	-$300K	–	3123
2019 Q2	$300K	Buy	28,043 +2,960	+12%	+$31.1K	﹤0.01%	2668
2019 Q1	$271K	Sell	25,083 -1,278	-5%	-$13K	﹤0.01%	2652
2018 Q4	$243K	Buy	+26,361	New	+$268K	﹤0.01%	2552

Other funds holding IGA

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $1.15B AUM 16.94% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management's IGA Position: Q1 2026 in Review

Envestnet Asset Management sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q1 2026, closing a stake of 41,932 shares — an estimated $408K sold.

Envestnet Asset Management first reported a position in IGA in Q4 2018 and held it in 13 quarters. The position peaked at $430K in Q2 2025. 39 funds tracked by Wall St. Rank hold IGA as of Q1 2026.

Envestnet Asset Management reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q1 2026 after selling out during the quarter.
Envestnet Asset Management sold 41,932 Voya Global Advantage and Premium Opportunity Fund shares in Q1 2026, an estimated $408K.
Envestnet Asset Management first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2018 and held it in 13 quarters.
Envestnet Asset Management's Voya Global Advantage and Premium Opportunity Fund position peaked at $430K in Q2 2025.
39 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.