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 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

AAM

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $1.04B AUM 8.96% 1-Year Est. Return

SFS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

Evolve Private Wealth's IGA Position: Q1 2026 in Review

Evolve Private Wealth reduced its Voya Global Advantage and Premium Opportunity Fund (IGA) stake by 0.51% in Q1 2026, selling an estimated $1.04K and leaving 20,535 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #940.

Evolve Private Wealth first reported a position in IGA in Q4 2025 and has held it in 2 quarters since. The position peaked at $202K in Q4 2025. 39 funds tracked by Wall St. Rank hold IGA as of Q1 2026.

Evolve Private Wealth held 20,535 shares of Voya Global Advantage and Premium Opportunity Fund worth $196K as of Q1 2026.
Evolve Private Wealth sold 106 Voya Global Advantage and Premium Opportunity Fund shares in Q1 2026, an estimated $1.04K.
Voya Global Advantage and Premium Opportunity Fund made up 0.01% of Evolve Private Wealth's portfolio in Q1 2026, its #940 holding.
Evolve Private Wealth first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2025 and has held it in 2 quarters since.
Evolve Private Wealth's Voya Global Advantage and Premium Opportunity Fund position peaked at $202K in Q4 2025.
39 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.