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

Marks Group 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
2026 Q1	$1.87M	Sell	195,408 -4,456	-2%	-$43.6K	0.18%	140
2025 Q4	$1.94M	Hold	199,864	–	–	0.19%	132
2025 Q3	$1.98M	Hold	199,864	–	–	0.18%	123
2025 Q2	$1.98M	Buy	+199,864	New	+$1.95M	0.18%	124

Other funds holding IGA

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

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Raymond James Financial

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return

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

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return