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IWC
IGA
Integrated Wealth Concepts’s
Voya Global Advantage and Premium Opportunity Fund
IGA
Stock Holding History
Integrated Wealth Concepts’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
$1.04M
Sell
108,273
-10,532
-9%
-$103K
0.01%
1092
2025
Q4
$1.15M
Sell
118,805
-14,241
-11%
-$139K
0.01%
706
2025
Q3
$1.32M
Sell
133,046
-3,590
-3%
-$35.3K
0.01%
849
2025
Q2
$1.36M
Sell
136,636
-5,858
-4%
-$57.3K
0.01%
775
2025
Q1
$1.4M
Buy
142,494
+1,833
+1%
+$17.5K
0.02%
684
2024
Q4
$1.29M
Sell
140,661
-6,546
-4%
-$62K
0.02%
718
2024
Q3
$1.4M
Sell
147,207
-4,318
-3%
-$39.8K
0.02%
669
2024
Q2
$1.34M
Sell
151,525
-8,899
-6%
-$78.3K
0.02%
634
2024
Q1
$1.45M
Sell
160,424
-1,331
-0.8%
-$11.5K
0.02%
614
2023
Q4
$1.38M
Sell
161,755
-9,652
-6%
-$79.8K
0.02%
609
2023
Q3
$1.42M
Sell
171,407
-300
-0.2%
-$2.52K
0.03%
561
2023
Q2
$1.47M
Sell
171,707
-2,520
-1%
-$21.1K
0.03%
552
2023
Q1
$1.49M
Buy
174,227
+54,487
+46%
+$480K
0.03%
491
2022
Q4
$1.04M
Buy
119,740
+5,380
+5%
+$46.8K
0.03%
463
2022
Q3
$964K
Buy
114,360
+39,162
+52%
+$354K
0.03%
436
2022
Q2
$685K
Buy
+75,198
New
+$701K
0.02%
511
Other funds holding IGA
AAM
Advisors Asset Management
Monument, Colorado
$6.01B AUM
24.74%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
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
$287M AUM
1.83%
1-Year Est. Return
LPL Financial
San Diego, California
$376B 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
$6.41B AUM
4.78%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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