LPL Financial
IGA

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

LPL Financial’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
2026
Q2 		$1.54M Buy
155,566
+6,046
+4% +$58.6K ﹤0.01% 4030
2026
Q1 		$1.43M Sell
149,520
-33,931
-18% -$332K ﹤0.01% 3823
2025
Q4 		$1.78M Buy
183,451
+18,639
+11% +$182K ﹤0.01% 3517
2025
Q3 		$1.63M Buy
164,812
+7,690
+5% +$75.6K ﹤0.01% 3503
2025
Q2 		$1.56M Buy
157,122
+1,014
+0.6% +$9.91K ﹤0.01% 3352
2025
Q1 		$1.53M Sell
156,108
-14,036
-8% -$134K ﹤0.01% 3188
2024
Q4 		$1.57M Sell
170,144
-2,428
-1% -$23K ﹤0.01% 3097
2024
Q3 		$1.64M Sell
172,572
-12,711
-7% -$117K ﹤0.01% 2918
2024
Q2 		$1.64M Sell
185,283
-7,333
-4% -$64.5K ﹤0.01% 2790
2024
Q1 		$1.74M Sell
192,616
-13,273
-6% -$115K ﹤0.01% 2652
2023
Q4 		$1.75M Buy
205,889
+133,529
+185% +$1.1M ﹤0.01% 2528
2023
Q3 		$601K Sell
72,360
-11,754
-14% -$98.7K ﹤0.01% 3330
2023
Q2 		$718K Sell
84,114
-14,751
-15% -$123K ﹤0.01% 3142
2023
Q1 		$844K Sell
98,865
-21,981
-18% -$194K ﹤0.01% 2879
2022
Q4 		$1.05M Buy
120,846
+1,674
+1% +$14.6K ﹤0.01% 2602
2022
Q3 		$1M Buy
119,172
+108,384
+1,005% +$980K ﹤0.01% 2540
2022
Q2 		$98K Hold
10,788
– – ﹤0.01% 4135
2022
Q1 		$104K Buy
+10,788
New +$105K ﹤0.01% 3972
2021
Q2 		– Sell
-11,574
Closed -$111K – 4264
2021
Q1 		$111K Sell
11,574
-1,994
-15% -$17.9K ﹤0.01% 3907
2020
Q4 		$119K Sell
13,568
-772
-5% -$6.53K ﹤0.01% 3656
2020
Q3 		$120K Sell
14,340
-1,354
-9% -$11.2K ﹤0.01% 3330
2020
Q2 		$129K Buy
15,694
+64
+0.4% +$516 ﹤0.01% 3250
2020
Q1 		$120K Sell
15,630
-3,182
-17% -$30.7K ﹤0.01% 2956
2019
Q4 		$197K Buy
18,812
+10
+0.1% +$104 ﹤0.01% 3105
2019
Q3 		$194K Sell
18,802
-1,617
-8% -$17K ﹤0.01% 3011
2019
Q2 		$218K Sell
20,419
-5,408
-21% -$56.8K ﹤0.01% 2956
2019
Q1 		$279K Sell
25,827
-1,720
-6% -$17.5K ﹤0.01% 2704
2018
Q4 		$253K Buy
27,547
+582
+2% +$5.92K ﹤0.01% 2605
2018
Q3 		$308K Sell
26,965
-427
-2% -$4.93K ﹤0.01% 2670
2018
Q2 		$317K Buy
27,392
+652
+2% +$7.37K ﹤0.01% 2598
2018
Q1 		$292K Buy
26,740
+3,675
+16% +$41.6K ﹤0.01% 2633
2017
Q4 		$264K Buy
+23,065
New +$263K ﹤0.01% 2608
2017
Q1 		– Sell
-12,112
Closed -$119K – 2747
2016
Q4 		$119K Sell
12,112
-5,595
-32% -$54.5K ﹤0.01% 2569
2016
Q3 		$172K Buy
17,707
+5,024
+40% +$49.5K ﹤0.01% 2439
2016
Q2 		$120K Sell
12,683
-11,701
-48% -$114K ﹤0.01% 2482
2016
Q1 		$236K Buy
24,384
+6,300
+35% +$61K ﹤0.01% 2687
2015
Q4 		$188K Buy
18,084
+253
+1% +$2.74K ﹤0.01% 2844
2015
Q3 		$190K Sell
17,831
-42,695
-71% -$494K ﹤0.01% 2532
2015
Q2 		$734K Sell
60,526
-75,654
-56% -$929K ﹤0.01% 1591
2015
Q1 		$1.59M Buy
136,180
+64,610
+90% +$757K 0.01% 1040
2014
Q4 		$822K Buy
71,570
+53,125
+288% +$630K ﹤0.01% 1449
2014
Q3 		$220K Sell
18,445
-6,121
-25% -$74.4K ﹤0.01% 2382
2014
Q2 		$303K Sell
24,566
-6,634
-21% -$78.9K ﹤0.01% 2193
2014
Q1 		$373K Buy
31,200
+709
+2% +$8.34K ﹤0.01% 1983
2013
Q4 		$359K Sell
30,491
-4,701
-13% -$55.6K ﹤0.01% 1978
2013
Q3 		$415K Buy
35,192
+299
+0.9% +$3.63K ﹤0.01% 1781
2013
Q2 		$432K Buy
+34,893
New +$451K ﹤0.01% 1662

Other funds holding IGA

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $776M AUM 39.53% 1-Year Est. Return

LPL Financial's IGA Position: Q2 2026 in Review

LPL Financial increased its Voya Global Advantage and Premium Opportunity Fund (IGA) stake by 4% in Q2 2026, buying an estimated $58.6K and bringing the position to 155,566 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #4030.

LPL Financial first reported a position in IGA in Q2 2013 and has held it in 47 quarters since. The position peaked at $1.78M in Q4 2025. 27 funds tracked by Wall St. Rank hold IGA as of Q2 2026.

  • LPL Financial held 155,566 shares of Voya Global Advantage and Premium Opportunity Fund worth $1.54M as of Q2 2026.
  • LPL Financial bought 6,046 Voya Global Advantage and Premium Opportunity Fund shares in Q2 2026, an estimated $58.6K.
  • Voya Global Advantage and Premium Opportunity Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4030 holding.
  • LPL Financial first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q2 2013 and has held it in 47 quarters since.
  • LPL Financial's Voya Global Advantage and Premium Opportunity Fund position peaked at $1.78M in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.