Rockefeller Capital Management
IGA

Rockefeller Capital Management’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Rockefeller Capital 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
2026
Q1 		$10.8K Hold
1,130
– – ﹤0.01% 3963
2025
Q4 		$11K Hold
1,130
– – ﹤0.01% 3767
2025
Q3 		$11.2K Buy
+1,130
New +$11.1K ﹤0.01% 3599
2023
Q1 		– Sell
-1,409
Closed -$12K – 2889
2022
Q4 		$12K Buy
1,409
+279
+25% +$2.43K ﹤0.01% 3003
2022
Q3 		$9K Sell
1,130
-27
-2% -$244 ﹤0.01% 3136
2022
Q2 		$10K Buy
1,157
+27
+2% +$252 ﹤0.01% 3121
2022
Q1 		$10K Hold
1,130
– – ﹤0.01% 3039
2021
Q4 		$11K Hold
1,130
– – ﹤0.01% 2925
2021
Q3 		$11K Hold
1,130
– – ﹤0.01% 2851
2021
Q2 		$11K Hold
1,130
– – ﹤0.01% 2740
2021
Q1 		$10K Hold
1,130
– – ﹤0.01% 2584
2020
Q4 		$9K Buy
+1,130
New +$9.56K ﹤0.01% 2267

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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rockefeller Capital Management's IGA Position: Q1 2026 in Review

Rockefeller Capital Management held its Voya Global Advantage and Premium Opportunity Fund (IGA) position steady in Q1 2026 at 1,130 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3963.

Rockefeller Capital Management first reported a position in IGA in Q4 2020 and has held it in 12 quarters since. The position peaked at $12K in Q4 2022. 39 funds tracked by Wall St. Rank hold IGA as of Q1 2026.

  • Rockefeller Capital Management held 1,130 shares of Voya Global Advantage and Premium Opportunity Fund worth $10.8K as of Q1 2026.
  • Rockefeller Capital Management left its Voya Global Advantage and Premium Opportunity Fund share count unchanged in Q1 2026.
  • Voya Global Advantage and Premium Opportunity Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3963 holding.
  • Rockefeller Capital Management first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2020 and has held it in 12 quarters since.
  • Rockefeller Capital Management's Voya Global Advantage and Premium Opportunity Fund position peaked at $12K in Q4 2022.
  • 39 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.