GAA
IGA

Global Assets Advisory’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Global Assets Advisory’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
-21,627
Closed -$210K – 523
2025
Q4 		$210K Buy
21,627
+500
+2% +$4.87K 0.06% 267
2025
Q3 		$210K Hold
21,127
– – 0.06% 264
2025
Q2 		$211K Sell
21,127
-42,254
-67% -$413K 0.08% 200
2025
Q1 		$594K Buy
+63,381
New +$605K 0.11% 150
2024
Q4 		– Sell
-20,377
Closed -$190K – 161
2024
Q3 		$190K Buy
+20,377
New +$188K 0.1% 158
2024
Q2 		– Sell
-180,133
Closed -$20.4M – 274
2024
Q1 		$20.4M Buy
180,133
+159,756
+784% +$1.38M 0.93% 25
2023
Q4 		$173K Hold
20,377
– – 0.23% 52
2023
Q3 		$169K Hold
20,377
– – 0.15% 128
2023
Q2 		$174K Hold
20,377
– – 0.16% 113
2023
Q1 		$173K Hold
20,377
– – 0.18% 113
2022
Q4 		$177K Sell
20,377
-6,200
-23% -$53.9K 0.19% 133
2022
Q3 		$228K Buy
+26,577
New +$240K 0.23% 123

Other funds holding IGA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return