PSIWM
IGA

Paradigm Strategies in Wealth Management’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Paradigm Strategies in 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
2021
Q3 		– Sell
-538
Closed -$5K – 122
2021
Q2 		$5K Buy
+538
New +$5.18K ﹤0.01% 191

Other funds holding IGA

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Paradigm Strategies in Wealth Management's IGA Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q3 2021, closing a stake of 538 shares — an estimated $5K sold.

Paradigm Strategies in Wealth Management first reported a position in IGA in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 34 funds tracked by Wall St. Rank hold IGA as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 538 Voya Global Advantage and Premium Opportunity Fund shares in Q3 2021, an estimated $5K.
  • Paradigm Strategies in Wealth Management first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q2 2021 and held it in 1 quarter.
  • Paradigm Strategies in Wealth Management's Voya Global Advantage and Premium Opportunity Fund position peaked at $5K in Q2 2021.
  • 34 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.