Northwestern Mutual Wealth Management’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Northwestern Mutual 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
2023 Q4	–	Sell	-640	Closed	-$5.31K	–	3566
2023 Q3	$5.31K	Hold	640	–	–	﹤0.01%	2733
2023 Q2	$5.47K	Hold	640	–	–	﹤0.01%	2751
2023 Q1	$5.47K	Hold	640	–	–	﹤0.01%	2719
2022 Q4	$5.57K	Buy	+640	New	+$5.57K	﹤0.01%	2697
2019 Q3	–	Sell	-294,389	Closed	-$3.15M	–	2567
2019 Q2	$3.15M	Buy	294,389 +57,272	+24%	+$601K	0.01%	313
2019 Q1	$2.56M	Sell	237,117 -1,369	-0.6%	-$13.9K	0.01%	329
2018 Q4	$2.19M	Buy	238,486 +15,167	+7%	+$154K	0.01%	332
2018 Q3	$2.56M	Buy	223,319 +279	+0.1%	+$3.22K	0.01%	290
2018 Q2	$2.58M	Sell	223,040 -39,327	-15%	-$445K	0.01%	279
2018 Q1	$2.86M	Buy	262,367 +13,392	+5%	+$152K	0.02%	252
2017 Q4	$2.85M	Buy	248,975 +8,250	+3%	+$94.1K	0.02%	245
2017 Q3	$2.77M	Buy	240,725 +23,269	+11%	+$255K	0.02%	236
2017 Q2	$2.35M	Buy	217,456 +10,917	+5%	+$116K	0.02%	247
2017 Q1	$2.17M	Sell	206,539 -3,615	-2%	-$36.9K	0.02%	249
2016 Q4	$2.07M	Buy	+210,154	New	+$2.05M	0.02%	254
2016 Q3	–	Sell	-211,462	Closed	-$2.09M	–	804
2016 Q2	$2.09M	Buy	211,462 +23,134	+12%	+$226K	0.03%	236
2016 Q1	$1.92M	Buy	188,328 +5,373	+3%	+$52K	0.03%	216
2015 Q4	$1.91M	Sell	182,955 -10,687	-6%	-$116K	0.04%	212
2015 Q3	$2.08M	Buy	193,642 +6,418	+3%	+$74.2K	0.05%	206
2015 Q2	$2.34M	Buy	187,224 +912	+0.5%	+$11.2K	0.06%	183
2015 Q1	$2.23M	Buy	186,312 +10,284	+6%	+$120K	0.06%	180
2014 Q4	$2.02M	Sell	176,028 -36,516	-17%	-$433K	0.06%	184
2014 Q3	$2.61M	Buy	212,544 +8,174	+4%	+$99.4K	0.09%	158
2014 Q2	$2.52M	Buy	204,370 +37,031	+22%	+$440K	0.1%	151
2014 Q1	$2M	Buy	167,339 +57,045	+52%	+$671K	0.08%	161
2013 Q4	$1.3M	Buy	110,294 +104,414	+1,776%	+$1.23M	0.06%	188
2013 Q3	$70K	Buy	+5,880	New	+$71.4K	﹤0.01%	522

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

SCM

Saba Capital Management New York $3.62B AUM 13% 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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Northwestern Mutual Wealth Management's IGA Position: Q4 2023 in Review

Northwestern Mutual Wealth Management sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q4 2023, closing a stake of 640 shares — an estimated $5.31K sold.

Northwestern Mutual Wealth Management first reported a position in IGA in Q3 2013 and held it in 27 quarters. The position peaked at $3.15M in Q2 2019. 45 funds tracked by Wall St. Rank hold IGA as of Q4 2023.

Northwestern Mutual Wealth Management reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q4 2023 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 640 Voya Global Advantage and Premium Opportunity Fund shares in Q4 2023, an estimated $5.31K.
Northwestern Mutual Wealth Management first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q3 2013 and held it in 27 quarters.
Northwestern Mutual Wealth Management's Voya Global Advantage and Premium Opportunity Fund position peaked at $3.15M in Q2 2019.
45 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q4 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.