Raymond James Financial’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Raymond James Financial’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 Q1	$3.39M	Sell	354,987 -19,900	-5%	-$195K	﹤0.01%	2918
2025 Q4	$3.64M	Buy	374,887 +33,094	+10%	+$322K	﹤0.01%	2765
2025 Q3	$3.39M	Buy	341,793 +105,359	+45%	+$1.04M	﹤0.01%	2757
2025 Q2	$2.35M	Buy	236,434 +39,794	+20%	+$389K	﹤0.01%	2948
2025 Q1	$1.93M	Buy	196,640 +12,302	+7%	+$117K	﹤0.01%	3007
2024 Q4	$1.7M	Buy	+184,338	New	+$1.74M	﹤0.01%	3080

Other funds holding IGA

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Raymond James Financial's IGA Position: Q1 2026 in Review

Raymond James Financial reduced its Voya Global Advantage and Premium Opportunity Fund (IGA) stake by 5.3% in Q1 2026, selling an estimated $195K and leaving 354,987 shares worth $3.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2918.

Raymond James Financial first reported a position in IGA in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.64M in Q4 2025. 39 funds tracked by Wall St. Rank hold IGA as of Q1 2026.

Raymond James Financial held 354,987 shares of Voya Global Advantage and Premium Opportunity Fund worth $3.39M as of Q1 2026.
Raymond James Financial sold 19,900 Voya Global Advantage and Premium Opportunity Fund shares in Q1 2026, an estimated $195K.
Voya Global Advantage and Premium Opportunity Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2918 holding.
Raymond James Financial first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Voya Global Advantage and Premium Opportunity Fund position peaked at $3.64M in Q4 2025.
39 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.