MCC
IGA

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

Money Concepts 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
2023
Q1 		– Sell
-600
Closed -$5.22K – 1641
2022
Q4 		$5.22K Buy
+600
New +$5.22K ﹤0.01% 2324
2022
Q2 		– Sell
-600
Closed -$6K – 2009
2022
Q1 		$6K Buy
+600
New +$5.84K ﹤0.01% 2130

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Money Concepts Capital's IGA Position: Q1 2023 in Review

Money Concepts Capital sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q1 2023, closing a stake of 600 shares — an estimated $5.22K sold.

Money Concepts Capital first reported a position in IGA in Q1 2022 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 46 funds tracked by Wall St. Rank hold IGA as of Q1 2023.

  • Money Concepts Capital reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 600 Voya Global Advantage and Premium Opportunity Fund shares in Q1 2023, an estimated $5.22K.
  • Money Concepts Capital first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Voya Global Advantage and Premium Opportunity Fund position peaked at $6K in Q1 2022.
  • 46 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.