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

Nations Financial Group’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 Q2	–	Sell	-15,354	Closed	-$131K	–	629
2023 Q1	$131K	Buy	15,354 +1,504	+11%	+$13.3K	0.01%	594
2022 Q4	$120K	Sell	13,850 -10,000	-42%	-$87K	0.01%	580
2022 Q3	$201K	Buy	23,850 +5,850	+33%	+$52.9K	0.03%	505
2022 Q2	$164K	Hold	18,000	–	–	0.02%	508
2022 Q1	$174K	Hold	18,000	–	–	0.02%	504
2021 Q4	$187K	Buy	+18,000	New	+$181K	0.02%	461

Other funds holding IGA

AAM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SFS

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Nations Financial Group's IGA Position: Q2 2023 in Review

Nations Financial Group sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q2 2023, closing a stake of 15,354 shares — an estimated $131K sold.

Nations Financial Group first reported a position in IGA in Q4 2021 and held it in 6 quarters. The position peaked at $201K in Q3 2022. 44 funds tracked by Wall St. Rank hold IGA as of Q2 2023.

Nations Financial Group reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q2 2023 after selling out during the quarter.
Nations Financial Group sold 15,354 Voya Global Advantage and Premium Opportunity Fund shares in Q2 2023, an estimated $131K.
Nations Financial Group first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2021 and held it in 6 quarters.
Nations Financial Group's Voya Global Advantage and Premium Opportunity Fund position peaked at $201K in Q3 2022.
44 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q2 2023.

Based on Nations Financial Group's 13F filing for Q2 2023, filed 14 Aug 2023.