IA
IGA

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

IFP 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
2023
Q1 		– Sell
-13
Closed -$1K – 3887
2022
Q4 		$1K Sell
13
-18
-58% -$157 ﹤0.01% 4372
2022
Q3 		$1K Sell
31
-7
-18% -$63 ﹤0.01% 4579
2022
Q2 		$1K Hold
38
– – ﹤0.01% 4353
2022
Q1 		$1K Buy
+38
New +$370 ﹤0.01% 4352
2019
Q1 		– Sell
-300
Closed -$3K – 2850
2018
Q4 		$3K Buy
+300
New +$3.05K ﹤0.01% 3039
2018
Q3 		– Sell
-706
Closed -$8K – 3913
2018
Q2 		$8K Hold
706
– – ﹤0.01% 3032
2018
Q1 		$8K Hold
706
– – ﹤0.01% 2922
2017
Q4 		$8K Sell
706
-21
-3% -$240 ﹤0.01% 2967
2017
Q3 		$8K Hold
727
– – ﹤0.01% 3152
2017
Q2 		$8K Hold
727
– – ﹤0.01% 3160
2017
Q1 		$8K Buy
727
+706
+3,362% +$7.2K ﹤0.01% 3046
2016
Q4 		$0 Sell
21
-756
-97% -$7.37K ﹤0.01% 4047
2016
Q3 		$8K Hold
777
– – ﹤0.01% 2974
2016
Q2 		$8K Buy
+777
New +$7.58K ﹤0.01% 2873
2016
Q1 		– Sell
-777
Closed -$8K – 2858
2015
Q4 		$8K Buy
+777
New +$8.42K ﹤0.01% 2693

Other funds holding IGA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFP Advisors's IGA Position: Q1 2023 in Review

IFP Advisors sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q1 2023, closing a stake of 13 shares — an estimated $1K sold.

IFP Advisors first reported a position in IGA in Q4 2015 and held it in 15 quarters. The position peaked at $8K in Q2 2018. 46 funds tracked by Wall St. Rank hold IGA as of Q1 2023.

  • IFP Advisors reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 13 Voya Global Advantage and Premium Opportunity Fund shares in Q1 2023, an estimated $1K.
  • IFP Advisors first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2015 and held it in 15 quarters.
  • IFP Advisors's Voya Global Advantage and Premium Opportunity Fund position peaked at $8K in Q2 2018.
  • 46 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.