Hazlett, Burt & Watson’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Hazlett, Burt & Watson’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	$10K	Hold	1,000	–	–	﹤0.01%	696
2025 Q4	$10K	Hold	1,000	–	–	﹤0.01%	706
2025 Q3	$10K	Hold	1,000	–	–	﹤0.01%	663
2025 Q2	$10K	Hold	1,000	–	–	﹤0.01%	590
2025 Q1	$10K	Hold	1,000	–	–	﹤0.01%	568
2024 Q4	$9K	Hold	1,000	–	–	﹤0.01%	559
2024 Q3	$10K	Hold	1,000	–	–	﹤0.01%	532
2024 Q2	$9K	Hold	1,000	–	–	﹤0.01%	530
2024 Q1	$9K	Hold	1,000	–	–	0.01%	523
2023 Q4	$9K	Hold	1,000	–	–	0.01%	505
2023 Q3	$8K	Hold	1,000	–	–	0.01%	516
2023 Q2	$9K	Hold	1,000	–	–	0.01%	485
2023 Q1	$9K	Hold	1,000	–	–	0.01%	460
2022 Q4	$9K	Hold	1,000	–	–	0.01%	468
2022 Q3	$8K	Hold	1,000	–	–	0.01%	474
2022 Q2	$9K	Hold	1,000	–	–	0.01%	468
2022 Q1	$10K	Buy	+1,000	New	+$9.74K	0.01%	472

Other funds holding IGA

AAM

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hazlett, Burt & Watson's IGA Position: Q1 2026 in Review

Hazlett, Burt & Watson held its Voya Global Advantage and Premium Opportunity Fund (IGA) position steady in Q1 2026 at 1,000 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Hazlett, Burt & Watson first reported a position in IGA in Q1 2022 and has held it in 17 quarters since. 39 funds tracked by Wall St. Rank hold IGA as of Q1 2026.

Hazlett, Burt & Watson held 1,000 shares of Voya Global Advantage and Premium Opportunity Fund worth $10K as of Q1 2026.
Hazlett, Burt & Watson left its Voya Global Advantage and Premium Opportunity Fund share count unchanged in Q1 2026.
Voya Global Advantage and Premium Opportunity Fund made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #696 holding.
Hazlett, Burt & Watson first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q1 2022 and has held it in 17 quarters since.
39 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.