JSAM
IGA

J. Safra Asset Management’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

J. Safra Asset Management’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
2025
Q4 		– Sell
-848
Closed -$8.41K – 641
2025
Q3 		$8.41K Buy
+848
New +$8.34K ﹤0.01% 271

Other funds holding IGA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

J. Safra Asset Management's IGA Position: Q4 2025 in Review

J. Safra Asset Management sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q4 2025, closing a stake of 848 shares — an estimated $8.41K sold.

J. Safra Asset Management first reported a position in IGA in Q3 2025 and held it in 1 quarter. The position peaked at $8.41K in Q3 2025. 42 funds tracked by Wall St. Rank hold IGA as of Q4 2025.

  • J. Safra Asset Management reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q4 2025 after selling out during the quarter.
  • J. Safra Asset Management sold 848 Voya Global Advantage and Premium Opportunity Fund shares in Q4 2025, an estimated $8.41K.
  • J. Safra Asset Management first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q3 2025 and held it in 1 quarter.
  • J. Safra Asset Management's Voya Global Advantage and Premium Opportunity Fund position peaked at $8.41K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q4 2025.

Based on J. Safra Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.