Shepherd Kaplan Krochuk’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Shepherd Kaplan Krochuk’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
2022 Q3	–	Sell	-12,210	Closed	-$111K	–	165
2022 Q2	$111K	Buy	+12,210	New	+$114K	0.05%	169
2021 Q3	–	Sell	-30,452	Closed	-$299K	–	202
2021 Q2	$299K	Sell	30,452 -17,738	-37%	-$171K	0.11%	132
2021 Q1	$461K	Buy	48,190 +2,530	+6%	+$22.7K	0.18%	94
2020 Q4	$400K	Hold	45,660	–	–	0.15%	108
2020 Q3	$381K	Hold	45,660	–	–	0.16%	102
2020 Q2	$374K	Buy	45,660 +34,710	+317%	+$280K	0.17%	106
2020 Q1	$84K	Buy	+10,950	New	+$106K	0.14%	114
2017 Q4	–	Sell	-11,800	Closed	-$136K	–	258
2017 Q3	$136K	Hold	11,800	–	–	0.11%	171
2017 Q2	$128K	Buy	+11,800	New	+$125K	0.07%	187

Other funds holding IGA

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

RRA

Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

Shepherd Kaplan Krochuk's IGA Position: Q3 2022 in Review

Shepherd Kaplan Krochuk sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q3 2022, closing a stake of 12,210 shares — an estimated $111K sold.

Shepherd Kaplan Krochuk first reported a position in IGA in Q2 2017 and held it in 9 quarters. The position peaked at $461K in Q1 2021. 37 funds tracked by Wall St. Rank hold IGA as of Q3 2022.

Shepherd Kaplan Krochuk reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q3 2022 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 12,210 Voya Global Advantage and Premium Opportunity Fund shares in Q3 2022, an estimated $111K.
Shepherd Kaplan Krochuk first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q2 2017 and held it in 9 quarters.
Shepherd Kaplan Krochuk's Voya Global Advantage and Premium Opportunity Fund position peaked at $461K in Q1 2021.
37 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q3 2022.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2022, filed 9 Nov 2022.