KP
IGA

Keel Point’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Keel Point’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
2024
Q3 		– Sell
-21,082
Closed -$193K – 455
2024
Q2 		$193K Buy
+21,082
New +$185K 0.02% 415

Other funds holding IGA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Keel Point's IGA Position: Q3 2024 in Review

Keel Point sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q3 2024, closing a stake of 21,082 shares — an estimated $193K sold.

Keel Point first reported a position in IGA in Q2 2024 and held it in 1 quarter. The position peaked at $193K in Q2 2024. 43 funds tracked by Wall St. Rank hold IGA as of Q3 2024.

  • Keel Point reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q3 2024 after selling out during the quarter.
  • Keel Point sold 21,082 Voya Global Advantage and Premium Opportunity Fund shares in Q3 2024, an estimated $193K.
  • Keel Point first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q2 2024 and held it in 1 quarter.
  • Keel Point's Voya Global Advantage and Premium Opportunity Fund position peaked at $193K in Q2 2024.
  • 43 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q3 2024.

Based on Keel Point's 13F filing for Q3 2024, filed 14 Nov 2024.