Lindbrook Capital’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Lindbrook Capital’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
2022 Q1	–	Sell	-4,000	Closed	-$41K	–	2543
2021 Q4	$41K	Hold	4,000	–	–	0.01%	783
2021 Q3	$40K	Hold	4,000	–	–	0.01%	504
2021 Q2	$39K	Hold	4,000	–	–	0.01%	546
2021 Q1	$38K	Hold	4,000	–	–	0.01%	540
2020 Q4	$35K	Sell	4,000 -8,000	-67%	-$67.7K	0.01%	508
2020 Q3	$100K	Hold	12,000	–	–	0.03%	207
2020 Q2	$98K	Hold	12,000	–	–	0.03%	211
2020 Q1	$92K	Sell	12,000 -1,000	-8%	-$9.63K	0.03%	199
2019 Q4	$136K	Buy	13,000 +3,000	+30%	+$31.2K	0.05%	200
2019 Q3	$103K	Hold	10,000	–	–	0.04%	233
2019 Q2	$107K	Hold	10,000	–	–	0.04%	223
2019 Q1	$107K	Buy	+10,000	New	+$102K	0.04%	210

Other funds holding IGA

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

AAM

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

RRA

Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lindbrook Capital's IGA Position: Q1 2022 in Review

Lindbrook Capital sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q1 2022, closing a stake of 4,000 shares — an estimated $41K sold.

Lindbrook Capital first reported a position in IGA in Q1 2019 and held it in 12 quarters. The position peaked at $136K in Q4 2019. 36 funds tracked by Wall St. Rank hold IGA as of Q1 2022.

Lindbrook Capital reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q1 2022 after selling out during the quarter.
Lindbrook Capital sold 4,000 Voya Global Advantage and Premium Opportunity Fund shares in Q1 2022, an estimated $41K.
Lindbrook Capital first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q1 2019 and held it in 12 quarters.
Lindbrook Capital's Voya Global Advantage and Premium Opportunity Fund position peaked at $136K in Q4 2019.
36 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2022.

Based on Lindbrook Capital's 13F filing for Q1 2022, filed 21 Apr 2022.