LFA
IGA

LGT Financial Advisors’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

LGT 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
2023
Q4 		– Sell
-200
Closed -$1.65K – 912
2023
Q3 		$1.66K Buy
+200
New +$1.68K ﹤0.01% 850

Other funds holding IGA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

LGT Financial Advisors's IGA Position: Q4 2023 in Review

LGT Financial Advisors sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q4 2023, closing a stake of 200 shares — an estimated $1.65K sold.

LGT Financial Advisors first reported a position in IGA in Q3 2023 and held it in 1 quarter. The position peaked at $1.66K in Q3 2023. 45 funds tracked by Wall St. Rank hold IGA as of Q4 2023.

  • LGT Financial Advisors reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 200 Voya Global Advantage and Premium Opportunity Fund shares in Q4 2023, an estimated $1.65K.
  • LGT Financial Advisors first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's Voya Global Advantage and Premium Opportunity Fund position peaked at $1.66K in Q3 2023.
  • 45 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.