GWS
IGA

Glassman Wealth Services’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Glassman Wealth Services’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
2021
Q1 		– Sell
-4,408
Closed -$39K – 1511
2020
Q4 		$39K Sell
4,408
-14,489
-77% -$123K 0.01% 376
2020
Q3 		$158K Buy
+18,897
New +$157K 0.04% 142

Other funds holding IGA

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Glassman Wealth Services's IGA Position: Q1 2021 in Review

Glassman Wealth Services sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q1 2021, closing a stake of 4,408 shares — an estimated $39K sold.

Glassman Wealth Services first reported a position in IGA in Q3 2020 and held it in 2 quarters. The position peaked at $158K in Q3 2020. 43 funds tracked by Wall St. Rank hold IGA as of Q1 2021.

  • Glassman Wealth Services reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q1 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 4,408 Voya Global Advantage and Premium Opportunity Fund shares in Q1 2021, an estimated $39K.
  • Glassman Wealth Services first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q3 2020 and held it in 2 quarters.
  • Glassman Wealth Services's Voya Global Advantage and Premium Opportunity Fund position peaked at $158K in Q3 2020.
  • 43 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2021.

Based on Glassman Wealth Services's 13F filing for Q1 2021, filed 5 May 2021.