EverSource Wealth Advisors’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

EverSource Wealth Advisors’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
2023 Q3	–	Sell	-31	Closed	-$265	–	2575
2023 Q2	$265	Hold	31	–	–	﹤0.01%	2408
2023 Q1	$265	Hold	31	–	–	﹤0.01%	2300
2022 Q4	$270	Hold	31	–	–	﹤0.01%	2245
2022 Q3	$0	Buy	+31	New	+$280	﹤0.01%	2037

Other funds holding IGA

AAM

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SFS

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

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

EverSource Wealth Advisors's IGA Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q3 2023, closing a stake of 31 shares — an estimated $265 sold.

EverSource Wealth Advisors first reported a position in IGA in Q3 2022 and held it in 4 quarters. The position peaked at $270 in Q4 2022. 47 funds tracked by Wall St. Rank hold IGA as of Q3 2023.

EverSource Wealth Advisors reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q3 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 31 Voya Global Advantage and Premium Opportunity Fund shares in Q3 2023, an estimated $265.
EverSource Wealth Advisors first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q3 2022 and held it in 4 quarters.
EverSource Wealth Advisors's Voya Global Advantage and Premium Opportunity Fund position peaked at $270 in Q4 2022.
47 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.