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
Q1 		$98.4K Buy
+10,290
New +$101K 0.05% 151

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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kapstone Financial Advisors's IGA Position: Q1 2026 in Review

Kapstone Financial Advisors opened a new position in Voya Global Advantage and Premium Opportunity Fund (IGA) in Q1 2026: 10,290 shares worth $98.4K. The stake represents 0.05% of the portfolio and ranks #151 among its holdings.

39 funds tracked by Wall St. Rank hold IGA as of Q1 2026.

  • Kapstone Financial Advisors held 10,290 shares of Voya Global Advantage and Premium Opportunity Fund worth $98.4K as of Q1 2026.
  • Voya Global Advantage and Premium Opportunity Fund was a new Kapstone Financial Advisors position in Q1 2026.
  • Voya Global Advantage and Premium Opportunity Fund made up 0.05% of Kapstone Financial Advisors's portfolio in Q1 2026, its #151 holding.
  • 39 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.