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
Q2 		$1.04M Sell
105,198
-3,075
-3% -$29.8K 0.01% 1316
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

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Integrated Wealth Concepts's IGA Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Voya Global Advantage and Premium Opportunity Fund (IGA) stake by 2.8% in Q2 2026, selling an estimated $29.8K and leaving 105,198 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1316.

Integrated Wealth Concepts first reported a position in IGA in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.49M in Q1 2023. 38 funds tracked by Wall St. Rank hold IGA as of Q2 2026.

  • Integrated Wealth Concepts held 105,198 shares of Voya Global Advantage and Premium Opportunity Fund worth $1.04M as of Q2 2026.
  • Integrated Wealth Concepts sold 3,075 Voya Global Advantage and Premium Opportunity Fund shares in Q2 2026, an estimated $29.8K.
  • Voya Global Advantage and Premium Opportunity Fund made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1316 holding.
  • Integrated Wealth Concepts first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q2 2022 and has held it in 17 quarters since.
  • Integrated Wealth Concepts's Voya Global Advantage and Premium Opportunity Fund position peaked at $1.49M in Q1 2023.
  • 38 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.