PA
IGA

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

PFG 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
-21,476
Closed -$183K – 641
2023
Q2 		$183K Hold
21,476
– – 0.01% 648
2023
Q1 		$183K Hold
21,476
– – 0.02% 613
2022
Q4 		$187K Buy
+21,476
New +$187K 0.02% 537

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
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
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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

PFG Advisors's IGA Position: Q3 2023 in Review

PFG Advisors sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q3 2023, closing a stake of 21,476 shares — an estimated $183K sold.

PFG Advisors first reported a position in IGA in Q4 2022 and held it in 3 quarters. The position peaked at $187K in Q4 2022. 47 funds tracked by Wall St. Rank hold IGA as of Q3 2023.

  • PFG Advisors reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q3 2023 after selling out during the quarter.
  • PFG Advisors sold 21,476 Voya Global Advantage and Premium Opportunity Fund shares in Q3 2023, an estimated $183K.
  • PFG Advisors first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2022 and held it in 3 quarters.
  • PFG Advisors's Voya Global Advantage and Premium Opportunity Fund position peaked at $187K in Q4 2022.
  • 47 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q3 2023.

Based on PFG Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.