EPW
IGA

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

Evolve Private Wealth’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
Q2 		$196K Sell
19,830
-705
-3% -$6.83K 0.01% 951
2026
Q1 		$196K Sell
20,535
-106
-0.5% -$1.04K 0.01% 940
2025
Q4 		$202K Buy
+20,641
New +$201K 0.01% 867

Other funds holding IGA

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Evolve Private Wealth's IGA Position: Q2 2026 in Review

Evolve Private Wealth reduced its Voya Global Advantage and Premium Opportunity Fund (IGA) stake by 3.4% in Q2 2026, selling an estimated $6.83K and leaving 19,830 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #951.

Evolve Private Wealth first reported a position in IGA in Q4 2025 and has held it in 3 quarters since. The position peaked at $202K in Q4 2025. 38 funds tracked by Wall St. Rank hold IGA as of Q2 2026.

  • Evolve Private Wealth held 19,830 shares of Voya Global Advantage and Premium Opportunity Fund worth $196K as of Q2 2026.
  • Evolve Private Wealth sold 705 Voya Global Advantage and Premium Opportunity Fund shares in Q2 2026, an estimated $6.83K.
  • Voya Global Advantage and Premium Opportunity Fund made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #951 holding.
  • Evolve Private Wealth first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Voya Global Advantage and Premium Opportunity Fund position peaked at $202K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.