LWM
IGA

Liberty Wealth Management’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Liberty 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
2020
Q2 		– Sell
-408
Closed -$3K – 915
2020
Q1 		$3K Buy
+408
New +$3.93K ﹤0.01% 673

Other funds holding IGA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Liberty Wealth Management's IGA Position: Q2 2020 in Review

Liberty Wealth Management sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q2 2020, closing a stake of 408 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in IGA in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 44 funds tracked by Wall St. Rank hold IGA as of Q2 2020.

  • Liberty Wealth Management reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 408 Voya Global Advantage and Premium Opportunity Fund shares in Q2 2020, an estimated $3K.
  • Liberty Wealth Management first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q1 2020 and held it in 1 quarter.
  • Liberty Wealth Management's Voya Global Advantage and Premium Opportunity Fund position peaked at $3K in Q1 2020.
  • 44 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.