PFA
IGA

Pathway Financial Advisers’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Pathway Financial Advisers’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
2025
Q4 		– Sell
-1,800
Closed -$17.9K – 245
2025
Q3 		$17.9K Buy
+1,800
New +$17.7K 0.01% 306
2025
Q1 		– Sell
-1,800
Closed -$16.6K – 275
2024
Q4 		$16.6K Hold
1,800
– – 0.01% 321
2024
Q3 		$17.1K Hold
1,800
– – 0.01% 259
2024
Q2 		$15.9K Hold
1,800
– – 0.01% 309
2024
Q1 		$16.3K Hold
1,800
– – 0.01% 307
2023
Q4 		$15.3K Hold
1,800
– – 0.01% 318
2023
Q3 		$14.9K Buy
+1,800
New +$15.1K 0.01% 318
2023
Q1 		$15.4K Hold
1,800
– – 0.01% 332
2022
Q4 		$15.7K Buy
+1,800
New +$15.7K 0.01% 356

Other funds holding IGA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pathway Financial Advisers's IGA Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q4 2025, closing a stake of 1,800 shares — an estimated $17.9K sold.

Pathway Financial Advisers first reported a position in IGA in Q4 2022 and held it in 9 quarters. The position peaked at $17.9K in Q3 2025. 42 funds tracked by Wall St. Rank hold IGA as of Q4 2025.

  • Pathway Financial Advisers reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 1,800 Voya Global Advantage and Premium Opportunity Fund shares in Q4 2025, an estimated $17.9K.
  • Pathway Financial Advisers first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2022 and held it in 9 quarters.
  • Pathway Financial Advisers's Voya Global Advantage and Premium Opportunity Fund position peaked at $17.9K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.