Osaic Holdings
IGA

Osaic Holdings’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Osaic Holdings’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 		$1.09M Sell
109,692
-2,927
-3% -$28.4K ﹤0.01% 2927
2026
Q1 		$1.08M Buy
112,619
+11,556
+11% +$113K ﹤0.01% 2644
2025
Q4 		$982K Buy
101,063
+7,271
+8% +$70.8K ﹤0.01% 2715
2025
Q3 		$931K Buy
93,792
+3,388
+4% +$33.3K ﹤0.01% 2864
2025
Q2 		$898K Buy
90,404
+48,934
+118% +$479K ﹤0.01% 2595
2025
Q1 		$407K Buy
41,470
+3,159
+8% +$30.2K ﹤0.01% 3058
2024
Q4 		$352K Buy
38,311
+1,031
+3% +$9.76K ﹤0.01% 3113
2024
Q3 		$354K Buy
37,280
+1,036
+3% +$9.54K ﹤0.01% 3183
2024
Q2 		$321K Sell
36,244
-18,286
-34% -$161K ﹤0.01% 3148
2024
Q1 		$493K Sell
54,530
-5,463
-9% -$47.2K ﹤0.01% 2947
2023
Q4 		$511K Sell
59,993
-30,071
-33% -$249K ﹤0.01% 3157
2023
Q3 		$748K Buy
90,064
+27,592
+44% +$232K ﹤0.01% 2892
2023
Q2 		$533K Buy
62,472
+149
+0.2% +$1.25K ﹤0.01% 3092
2023
Q1 		$532K Buy
62,323
+5,632
+10% +$49.7K ﹤0.01% 3040
2022
Q4 		$493K Sell
56,691
-532
-0.9% -$4.63K ﹤0.01% 3031
2022
Q3 		$482K Sell
57,223
-10,008
-15% -$90.5K ﹤0.01% 2927
2022
Q2 		$612K Sell
67,231
-280
-0.4% -$2.61K ﹤0.01% 2731
2022
Q1 		$759K Buy
67,511
+770
+1% +$7.5K ﹤0.01% 2826
2021
Q4 		$691K Buy
66,741
+165
+0.2% +$1.66K ﹤0.01% 2744
2021
Q3 		$659K Sell
66,576
-194
-0.3% -$1.93K ﹤0.01% 2742
2021
Q2 		$655K Sell
66,770
-3,610
-5% -$34.7K ﹤0.01% 2735
2021
Q1 		$673K Sell
70,380
-2,151
-3% -$19.3K ﹤0.01% 2571
2020
Q4 		$636K Sell
72,531
-2,670
-4% -$22.6K ﹤0.01% 2428
2020
Q3 		$627K Buy
75,201
+10,656
+17% +$88.4K ﹤0.01% 2230
2020
Q2 		$529K Sell
64,545
-2,964
-4% -$23.9K ﹤0.01% 2303
2020
Q1 		$516K Buy
+67,509
New +$650K ﹤0.01% 2065

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
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 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
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

Osaic Holdings's IGA Position: Q2 2026 in Review

Osaic Holdings reduced its Voya Global Advantage and Premium Opportunity Fund (IGA) stake by 2.6% in Q2 2026, selling an estimated $28.4K and leaving 109,692 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2927.

Osaic Holdings first reported a position in IGA in Q1 2020 and has held it in 26 quarters since. 38 funds tracked by Wall St. Rank hold IGA as of Q2 2026.

  • Osaic Holdings held 109,692 shares of Voya Global Advantage and Premium Opportunity Fund worth $1.09M as of Q2 2026.
  • Osaic Holdings sold 2,927 Voya Global Advantage and Premium Opportunity Fund shares in Q2 2026, an estimated $28.4K.
  • Voya Global Advantage and Premium Opportunity Fund made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2927 holding.
  • Osaic Holdings first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q1 2020 and has held it in 26 quarters since.
  • 38 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.