MGWM
IGA

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
Q2 		$1.93M Hold
195,408
– – 0.17% 135
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

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Marks Group Wealth Management's IGA Position: Q2 2026 in Review

Marks Group Wealth Management held its Voya Global Advantage and Premium Opportunity Fund (IGA) position steady in Q2 2026 at 195,408 shares worth $1.93M. The position accounts for 0.17% of the portfolio, ranked #135.

Marks Group Wealth Management first reported a position in IGA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.98M in Q2 2025. 38 funds tracked by Wall St. Rank hold IGA as of Q2 2026.

  • Marks Group Wealth Management held 195,408 shares of Voya Global Advantage and Premium Opportunity Fund worth $1.93M as of Q2 2026.
  • Marks Group Wealth Management left its Voya Global Advantage and Premium Opportunity Fund share count unchanged in Q2 2026.
  • Voya Global Advantage and Premium Opportunity Fund made up 0.17% of Marks Group Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Marks Group Wealth Management first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q2 2025 and has held it in 5 quarters since.
  • Marks Group Wealth Management's Voya Global Advantage and Premium Opportunity Fund position peaked at $1.98M in Q2 2025.
  • 38 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.