NewEdge Advisors’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

NewEdge Advisors’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 Q3	–	Sell	-15,400	Closed	-$132K	–	3559
2023 Q2	$132K	Buy	15,400 +2,000	+15%	+$16.7K	﹤0.01%	1765
2023 Q1	$111K	Sell	13,400 -2,400	-15%	-$21.2K	﹤0.01%	1715
2022 Q4	$137K	Hold	15,800	–	–	﹤0.01%	1318
2022 Q3	$133K	Buy	15,800 +2,300	+17%	+$20.8K	﹤0.01%	1413
2022 Q2	$123K	Buy	13,500 +2,000	+17%	+$18.6K	﹤0.01%	1459
2022 Q1	$111K	Buy	+11,500	New	+$112K	﹤0.01%	1078

Other funds holding IGA

AAM

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

SCM

Saba Capital Management New York $3.62B AUM 13% 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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

NewEdge Advisors's IGA Position: Q3 2023 in Review

NewEdge Advisors sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q3 2023, closing a stake of 15,400 shares — an estimated $132K sold.

NewEdge Advisors first reported a position in IGA in Q1 2022 and held it in 6 quarters. The position peaked at $137K in Q4 2022. 47 funds tracked by Wall St. Rank hold IGA as of Q3 2023.

NewEdge Advisors reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q3 2023 after selling out during the quarter.
NewEdge Advisors sold 15,400 Voya Global Advantage and Premium Opportunity Fund shares in Q3 2023, an estimated $132K.
NewEdge Advisors first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q1 2022 and held it in 6 quarters.
NewEdge Advisors's Voya Global Advantage and Premium Opportunity Fund position peaked at $137K in Q4 2022.
47 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q3 2023.

Based on NewEdge Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.