Harborview Advisors’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Harborview Advisors’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 Q3	$144K	Buy	+14,575	New	+$145K	0.08%	106
2020 Q4	–	Sell	-13,941	Closed	-$116K	–	95
2020 Q3	$116K	Buy	13,941 +843	+6%	+$6.99K	0.09%	91
2020 Q2	$107K	Buy	13,098 +2,914	+29%	+$23.5K	0.09%	87
2020 Q1	$78K	Buy	+10,184	New	+$98.1K	0.08%	84
2019 Q4	–	Sell	-14,369	Closed	-$149K	–	89
2019 Q3	$149K	Sell	14,369 -1,246	-8%	-$13.1K	0.12%	81
2019 Q2	$167K	Sell	15,615 -853	-5%	-$8.96K	0.14%	80
2019 Q1	$178K	Buy	+16,468	New	+$168K	0.15%	75

Other funds holding IGA

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harborview Advisors's IGA Position: Q3 2021 in Review

Harborview Advisors opened a new position in Voya Global Advantage and Premium Opportunity Fund (IGA) in Q3 2021: 14,575 shares worth $144K. The stake represents 0.08% of the portfolio and ranks #106 among its holdings. This is a return to the name: Harborview Advisors previously reported a position in IGA as recently as Q3 2020.

Harborview Advisors first reported a position in IGA in Q1 2019 and has held it in 7 quarters since. The position peaked at $178K in Q1 2019. 34 funds tracked by Wall St. Rank hold IGA as of Q3 2021.

Harborview Advisors held 14,575 shares of Voya Global Advantage and Premium Opportunity Fund worth $144K as of Q3 2021.
Voya Global Advantage and Premium Opportunity Fund was a new Harborview Advisors position in Q3 2021.
Voya Global Advantage and Premium Opportunity Fund made up 0.08% of Harborview Advisors's portfolio in Q3 2021, its #106 holding.
Harborview Advisors first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q1 2019 and has held it in 7 quarters since.
Harborview Advisors's Voya Global Advantage and Premium Opportunity Fund position peaked at $178K in Q1 2019.
34 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.