KFA
IGA

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

Kapstone Financial 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
2026
Q2 		$102K Hold
10,290
– – 0.04% 173
2026
Q1 		$98.4K Buy
+10,290
New +$101K 0.05% 151

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Kapstone Financial Advisors's IGA Position: Q2 2026 in Review

Kapstone Financial Advisors held its Voya Global Advantage and Premium Opportunity Fund (IGA) position steady in Q2 2026 at 10,290 shares worth $102K. The position accounts for 0.04% of the portfolio, ranked #173.

Kapstone Financial Advisors first reported a position in IGA in Q1 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold IGA as of Q2 2026.

  • Kapstone Financial Advisors held 10,290 shares of Voya Global Advantage and Premium Opportunity Fund worth $102K as of Q2 2026.
  • Kapstone Financial Advisors left its Voya Global Advantage and Premium Opportunity Fund share count unchanged in Q2 2026.
  • Voya Global Advantage and Premium Opportunity Fund made up 0.04% of Kapstone Financial Advisors's portfolio in Q2 2026, its #173 holding.
  • Kapstone Financial Advisors first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q1 2026 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.