LNWWM
IGA

Laird Norton Wetherby Wealth Management’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Laird Norton Wetherby Wealth 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
Q3 		– Sell
-20,681
Closed -$205K – 952
2025
Q2 		$205K Buy
+20,681
New +$202K 0.01% 867

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
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
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's IGA Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q3 2025, closing a stake of 20,681 shares — an estimated $205K sold.

Laird Norton Wetherby Wealth Management first reported a position in IGA in Q2 2025 and held it in 1 quarter. The position peaked at $205K in Q2 2025. 41 funds tracked by Wall St. Rank hold IGA as of Q3 2025.

  • Laird Norton Wetherby Wealth Management reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q3 2025 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 20,681 Voya Global Advantage and Premium Opportunity Fund shares in Q3 2025, an estimated $205K.
  • Laird Norton Wetherby Wealth Management first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q2 2025 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's Voya Global Advantage and Premium Opportunity Fund position peaked at $205K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.