GRP
IGA

Global Retirement Partners’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Global Retirement Partners’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
2025
Q4 		$1.59K Hold
164
– – ﹤0.01% 3787
2025
Q3 		$1.63K Hold
164
– – ﹤0.01% 3384
2025
Q2 		$1.63K Buy
+164
New +$1.6K ﹤0.01% 3310
2024
Q4 		$1.51K Hold
164
– – ﹤0.01% 3173
2024
Q3 		$1.56K Hold
164
– – ﹤0.01% 3012
2024
Q2 		$1.45K Hold
164
– – ﹤0.01% 3067
2024
Q1 		$1.48K Hold
164
– – ﹤0.01% 2857
2023
Q4 		$1.41K Hold
164
– – ﹤0.01% 2792
2023
Q3 		$1.3K Hold
164
– – ﹤0.01% 2691
2023
Q2 		$1.4K Hold
164
– – ﹤0.01% 2671
2023
Q1 		$1.38K Buy
+164
New +$1.45K ﹤0.01% 2632

Other funds holding IGA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Retirement Partners's IGA Position: Q4 2025 in Review

Global Retirement Partners held its Voya Global Advantage and Premium Opportunity Fund (IGA) position steady in Q4 2025 at 164 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #3787.

Global Retirement Partners first reported a position in IGA in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.63K in Q2 2025. 42 funds tracked by Wall St. Rank hold IGA as of Q4 2025.

  • Global Retirement Partners held 164 shares of Voya Global Advantage and Premium Opportunity Fund worth $1.59K as of Q4 2025.
  • Global Retirement Partners left its Voya Global Advantage and Premium Opportunity Fund share count unchanged in Q4 2025.
  • Voya Global Advantage and Premium Opportunity Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3787 holding.
  • Global Retirement Partners first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q1 2023 and has held it in 11 quarters since.
  • Global Retirement Partners's Voya Global Advantage and Premium Opportunity Fund position peaked at $1.63K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.