GI
IGA

Gradient Investments’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Gradient Investments’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
2022
Q4 		– Sell
-162
Closed -$1K – 1568
2022
Q3 		$1K Buy
+162
New +$1.47K ﹤0.01% 1244

Other funds holding IGA

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

Gradient Investments's IGA Position: Q4 2022 in Review

Gradient Investments sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q4 2022, closing a stake of 162 shares — an estimated $1K sold.

Gradient Investments first reported a position in IGA in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 44 funds tracked by Wall St. Rank hold IGA as of Q4 2022.

  • Gradient Investments reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 162 Voya Global Advantage and Premium Opportunity Fund shares in Q4 2022, an estimated $1K.
  • Gradient Investments first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q3 2022 and held it in 1 quarter.
  • Gradient Investments's Voya Global Advantage and Premium Opportunity Fund position peaked at $1K in Q3 2022.
  • 44 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.