SWM
IGA

Spire Wealth Management’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Spire Wealth 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
2024
Q2 		– Sell
-1,246
Closed -$11.3K – 2303
2024
Q1 		$11.3K Hold
1,246
– – ﹤0.01% 1677
2023
Q4 		$10.8K Hold
1,246
– – ﹤0.01% 1736
2023
Q3 		$10.3K Hold
1,246
– – ﹤0.01% 1723
2023
Q2 		$10.6K Hold
1,246
– – ﹤0.01% 1793
2023
Q1 		$10.6K Buy
+1,246
New +$11K ﹤0.01% 1824
2022
Q3 		– Sell
-1,246
Closed -$11K – 2379
2022
Q2 		$11K Sell
1,246
-1,712
-58% -$16K ﹤0.01% 1878
2022
Q1 		$29K Hold
2,958
– – ﹤0.01% 1656
2021
Q4 		$31K Hold
2,958
– – ﹤0.01% 1931
2021
Q3 		$29K Hold
2,958
– – ﹤0.01% 1703
2021
Q2 		$29K Sell
2,958
-1,720
-37% -$16.6K ﹤0.01% 1719
2021
Q1 		$45K Buy
+4,678
New +$42K ﹤0.01% 1774

Other funds holding IGA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Spire Wealth Management's IGA Position: Q2 2024 in Review

Spire Wealth Management sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q2 2024, closing a stake of 1,246 shares — an estimated $11.3K sold.

Spire Wealth Management first reported a position in IGA in Q1 2021 and held it in 11 quarters. The position peaked at $45K in Q1 2021. 39 funds tracked by Wall St. Rank hold IGA as of Q2 2024.

  • Spire Wealth Management reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 1,246 Voya Global Advantage and Premium Opportunity Fund shares in Q2 2024, an estimated $11.3K.
  • Spire Wealth Management first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q1 2021 and held it in 11 quarters.
  • Spire Wealth Management's Voya Global Advantage and Premium Opportunity Fund position peaked at $45K in Q1 2021.
  • 39 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.