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	-20,377	Closed	-$180K	–	274
2024 Q1	$180K	Hold	20,377	–	–	0.11%	141
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 $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

SFS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Global Assets Advisory's IGA Position: Q1 2026 in Review

Global Assets Advisory sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q1 2026, closing a stake of 21,627 shares — an estimated $210K sold.

Global Assets Advisory first reported a position in IGA in Q3 2022 and held it in 12 quarters. The position peaked at $594K in Q1 2025. 39 funds tracked by Wall St. Rank hold IGA as of Q1 2026.

Global Assets Advisory reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q1 2026 after selling out during the quarter.
Global Assets Advisory sold 21,627 Voya Global Advantage and Premium Opportunity Fund shares in Q1 2026, an estimated $210K.
Global Assets Advisory first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q3 2022 and held it in 12 quarters.
Global Assets Advisory's Voya Global Advantage and Premium Opportunity Fund position peaked at $594K in Q1 2025.
39 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2026.

Based on Global Assets Advisory's 13F filing for Q1 2026, filed 1 May 2026.