Larson Financial Group’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Larson Financial Group’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	-2	Closed	-$20	–	3546
2025 Q2	$20	Buy	+2	New	+$20	﹤0.01%	3253
2019 Q4	–	Sell	-98	Closed	-$1K	–	615
2019 Q3	$1K	Hold	98	–	–	﹤0.01%	492
2019 Q2	$1K	Buy	98 +2	+2%	+$21	﹤0.01%	444
2019 Q1	$1K	Buy	96 +2	+2%	+$20	﹤0.01%	438
2018 Q4	$1K	Buy	+94	New	+$956	﹤0.01%	415

Other funds holding IGA

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Larson Financial Group's IGA Position: Q3 2025 in Review

Larson Financial Group sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q3 2025, closing a stake of 2 shares — an estimated $20 sold.

Larson Financial Group first reported a position in IGA in Q4 2018 and held it in 5 quarters. The position peaked at $1K in Q3 2019. 41 funds tracked by Wall St. Rank hold IGA as of Q3 2025.

Larson Financial Group reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q3 2025 after selling out during the quarter.
Larson Financial Group sold 2 Voya Global Advantage and Premium Opportunity Fund shares in Q3 2025, an estimated $20.
Larson Financial Group first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2018 and held it in 5 quarters.
Larson Financial Group's Voya Global Advantage and Premium Opportunity Fund position peaked at $1K in Q3 2019.
41 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.