KIM
IGA

Karpus Investment Management’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Karpus Investment 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
Q2 		– Sell
-68,957
Closed -$677K – 209
2025
Q1 		$677K Sell
68,957
-275,875
-80% -$2.63M 0.02% 176
2024
Q4 		$3.17M Sell
344,832
-208,623
-38% -$1.97M 0.09% 137
2024
Q3 		$5.26M Sell
553,455
-41,593
-7% -$383K 0.15% 123
2024
Q2 		$5.27M Sell
595,048
-4,503
-0.8% -$39.6K 0.15% 108
2024
Q1 		$5.42M Buy
599,551
+105,375
+21% +$910K 0.16% 105
2023
Q4 		$4.21M Buy
494,176
+88,108
+22% +$728K 0.13% 118
2023
Q3 		$3.37M Buy
406,068
+308,999
+318% +$2.59M 0.11% 138
2023
Q2 		$829K Buy
+97,069
New +$811K 0.03% 243
2020
Q3 		– Sell
-55,776
Closed -$457K – 215
2020
Q2 		$457K Sell
55,776
-35,713
-39% -$288K 0.02% 174
2020
Q1 		$701K Buy
+91,489
New +$881K 0.03% 175
2019
Q2 		– Sell
-63,738
Closed -$657K – 195
2019
Q1 		$657K Sell
63,738
-875
-1% -$8.92K 0.02% 164
2018
Q4 		$594K Buy
+64,613
New +$657K 0.02% 163
2017
Q4 		– Sell
-80,359
Closed -$925K – 153
2017
Q3 		$925K Sell
80,359
-217,866
-73% -$2.39M 0.05% 100
2017
Q2 		$3.22M Sell
298,225
-16,398
-5% -$174K 0.16% 80
2017
Q1 		$3.3M Buy
314,623
+845
+0.3% +$8.62K 0.17% 86
2016
Q4 		$3.08M Buy
+313,778
New +$3.06M 0.18% 95
2015
Q2 		– Sell
-53,350
Closed -$638K – 208
2015
Q1 		$638K Sell
53,350
-2,254
-4% -$26.4K 0.03% 158
2014
Q4 		$638K Sell
55,604
-26,215
-32% -$311K 0.03% 157
2014
Q3 		$1.01M Sell
81,819
-600
-0.7% -$7.29K 0.05% 134
2014
Q2 		$1.02M Sell
82,419
-22,677
-22% -$270K 0.05% 130
2014
Q1 		$1.26M Buy
+105,096
New +$1.24M 0.07% 134

Other funds holding IGA

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Karpus Investment Management's IGA Position: Q2 2025 in Review

Karpus Investment Management sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q2 2025, closing a stake of 68,957 shares — an estimated $677K sold.

Karpus Investment Management first reported a position in IGA in Q1 2014 and held it in 21 quarters. The position peaked at $5.42M in Q1 2024. 37 funds tracked by Wall St. Rank hold IGA as of Q2 2025.

  • Karpus Investment Management reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q2 2025 after selling out during the quarter.
  • Karpus Investment Management sold 68,957 Voya Global Advantage and Premium Opportunity Fund shares in Q2 2025, an estimated $677K.
  • Karpus Investment Management first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q1 2014 and held it in 21 quarters.
  • Karpus Investment Management's Voya Global Advantage and Premium Opportunity Fund position peaked at $5.42M in Q1 2024.
  • 37 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q2 2025.

Based on Karpus Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.