SFS
IGA

Shaker Financial Services’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Shaker Financial Services’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
Q2 		$2.07M Buy
208,936
+28,348
+16% +$275K 0.65% 61
2026
Q1 		$1.73M Buy
180,588
+38,057
+27% +$373K 0.6% 62
2025
Q4 		$1.4M Buy
142,531
+118,103
+483% +$1.15M 0.44% 83
2025
Q3 		$242K Buy
+24,428
New +$240K 0.08% 135
2025
Q2 		– Sell
-19,534
Closed -$192K – 164
2025
Q1 		$192K Sell
19,534
-27,693
-59% -$264K 0.07% 149
2024
Q4 		$436K Sell
47,227
-6,208
-12% -$58.8K 0.17% 133
2024
Q3 		$508K Sell
53,435
-48,182
-47% -$444K 0.19% 113
2024
Q2 		$899K Buy
101,617
+54,925
+118% +$483K 0.36% 80
2024
Q1 		$422K Buy
+46,692
New +$403K 0.16% 116
2023
Q4 		– Sell
-229,915
Closed -$1.91M – 161
2023
Q3 		$1.91M Sell
229,915
-98,974
-30% -$831K 0.89% 35
2023
Q2 		$2.81M Sell
328,889
-43,415
-12% -$363K 1.23% 19
2023
Q1 		$3.18M Buy
372,304
+70,063
+23% +$618K 1.39% 18
2022
Q4 		$2.69M Buy
302,241
+48,654
+19% +$423K 1.26% 25
2022
Q3 		$2.14M Buy
253,587
+14,809
+6% +$134K 1.06% 28
2022
Q2 		$2.17M Buy
238,778
+43,625
+22% +$407K 1.06% 32
2022
Q1 		$1.89M Buy
195,153
+80,614
+70% +$785K 0.71% 46
2021
Q4 		$1.19M Buy
+114,539
New +$1.15M 0.42% 79
2021
Q3 		– Sell
-47,641
Closed -$467K – 157
2021
Q2 		$467K Buy
47,641
+2,719
+6% +$26.2K 0.17% 124
2021
Q1 		$430K Sell
44,922
-57,686
-56% -$518K 0.17% 131
2020
Q4 		$898K Buy
+102,608
New +$868K 0.37% 92
2020
Q3 		– Sell
-83,537
Closed -$684K – 174
2020
Q2 		$684K Buy
83,537
+5,811
+7% +$46.8K 0.38% 82
2020
Q1 		$595K Buy
77,726
+57,345
+281% +$553K 0.4% 80
2019
Q4 		$214K Sell
20,381
-27,419
-57% -$285K 0.1% 129
2019
Q3 		$494K Buy
47,800
+3,058
+7% +$32.2K 0.25% 94
2019
Q2 		$479K Sell
44,742
-140,955
-76% -$1.48M 0.25% 86
2019
Q1 		$2M Sell
185,697
-11,270
-6% -$115K 1.02% 36
2018
Q4 		$1.81M Buy
196,967
+101,282
+106% +$1.03M 1.02% 35
2018
Q3 		$1.09M Buy
+95,685
New +$1.1M 0.53% 58
2018
Q2 		– Sell
-141,848
Closed -$1.55M – 124
2018
Q1 		$1.55M Buy
141,848
+83,471
+143% +$945K 0.75% 50
2017
Q4 		$667K Buy
+58,377
New +$666K 0.32% 77
2017
Q3 		– Sell
-147,675
Closed -$1.6M – 113
2017
Q2 		$1.6M Sell
147,675
-120,528
-45% -$1.28M 0.9% 36
2017
Q1 		$2.81M Buy
268,203
+138,176
+106% +$1.41M 1.6% 20
2016
Q4 		$1.28M Sell
130,027
-43,991
-25% -$429K 0.76% 50
2016
Q3 		$1.76M Sell
174,018
-24,514
-12% -$242K 1.15% 31
2016
Q2 		$1.96M Buy
198,532
+113,513
+134% +$1.11M 1.36% 25
2016
Q1 		$867K Buy
85,019
+24,173
+40% +$234K 0.63% 49
2015
Q4 		$636K Buy
+60,846
New +$660K 0.44% 62
2015
Q1 		– Sell
-13,055
Closed -$150K – 147
2014
Q4 		$150K Buy
+13,055
New +$155K 0.1% 127
2014
Q3 		– Sell
-207,643
Closed -$2.56M – 154
2014
Q2 		$2.56M Sell
207,643
-1,777
-0.8% -$21.1K 1.56% 16
2014
Q1 		$2.5M Buy
209,420
+27,838
+15% +$328K 1.65% 17
2013
Q4 		$2.13M Buy
181,582
+28,847
+19% +$341K 1.49% 17
2013
Q3 		$1.82M Buy
+152,735
New +$1.85M 1.35% 13

Other funds holding IGA

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $776M AUM 39.53% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM

Shaker Financial Services's IGA Position: Q2 2026 in Review

Shaker Financial Services increased its Voya Global Advantage and Premium Opportunity Fund (IGA) stake by 16% in Q2 2026, buying an estimated $275K and bringing the position to 208,936 shares worth $2.07M. The position accounts for 0.65% of the portfolio, ranked #61.

Shaker Financial Services first reported a position in IGA in Q3 2013 and has held it in 42 quarters since. The position peaked at $3.18M in Q1 2023. 26 funds tracked by Wall St. Rank hold IGA as of Q2 2026.

  • Shaker Financial Services held 208,936 shares of Voya Global Advantage and Premium Opportunity Fund worth $2.07M as of Q2 2026.
  • Shaker Financial Services bought 28,348 Voya Global Advantage and Premium Opportunity Fund shares in Q2 2026, an estimated $275K.
  • Voya Global Advantage and Premium Opportunity Fund made up 0.65% of Shaker Financial Services's portfolio in Q2 2026, its #61 holding.
  • Shaker Financial Services first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q3 2013 and has held it in 42 quarters since.
  • Shaker Financial Services's Voya Global Advantage and Premium Opportunity Fund position peaked at $3.18M in Q1 2023.
  • 26 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.