PIWA
IGA

Prevail Innovative Wealth Advisors’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Prevail Innovative Wealth 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
2025
Q4 		– Sell
-13,531
Closed -$134K – 212
2025
Q3 		$134K Buy
+13,531
New +$133K 0.03% 198

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

Prevail Innovative Wealth Advisors's IGA Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q4 2025, closing a stake of 13,531 shares — an estimated $134K sold.

Prevail Innovative Wealth Advisors first reported a position in IGA in Q3 2025 and held it in 1 quarter. The position peaked at $134K in Q3 2025. 42 funds tracked by Wall St. Rank hold IGA as of Q4 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q4 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 13,531 Voya Global Advantage and Premium Opportunity Fund shares in Q4 2025, an estimated $134K.
  • Prevail Innovative Wealth Advisors first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q3 2025 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Voya Global Advantage and Premium Opportunity Fund position peaked at $134K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.