SPIA
IGA

Steward Partners Investment Advisory’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Steward Partners Investment Advisory’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 		$62.8K Sell
6,565
-595
-8% -$5.83K ﹤0.01% 2656
2025
Q4 		$69.6K Buy
7,160
+153
+2% +$1.49K ﹤0.01% 2496
2025
Q3 		$69.5K Buy
7,007
+146
+2% +$1.44K ﹤0.01% 2448
2025
Q2 		$68.1K Buy
6,861
+146
+2% +$1.43K ﹤0.01% 2314
2025
Q1 		$65.9K Buy
6,715
+144
+2% +$1.38K ﹤0.01% 2238
2024
Q4 		$60.5K Buy
6,571
+140
+2% +$1.32K ﹤0.01% 2238
2024
Q3 		$61.1K Buy
6,431
+141
+2% +$1.3K ﹤0.01% 2130
2024
Q2 		$55.7K Buy
6,290
+207
+3% +$1.82K ﹤0.01% 2052
2024
Q1 		$55K Buy
6,083
+108
+2% +$932 ﹤0.01% 2065
2023
Q4 		$50.9K Hold
5,975
– – ﹤0.01% 1988
2023
Q3 		$49.6K Hold
5,975
– – ﹤0.01% 1913
2023
Q2 		$51K Hold
5,975
– – ﹤0.01% 1875
2023
Q1 		$51K Hold
5,975
– – ﹤0.01% 1856
2022
Q4 		$52K Sell
5,975
-10,449
-64% -$90.9K ﹤0.01% 1818
2022
Q3 		$138K Hold
16,424
– – ﹤0.01% 1364
2022
Q2 		$150K Buy
16,424
+10,449
+175% +$97.4K ﹤0.01% 1324
2022
Q1 		$58K Sell
5,975
-2,000
-25% -$19.5K ﹤0.01% 1840
2021
Q4 		$83K Hold
7,975
– – ﹤0.01% 1671
2021
Q3 		$79K Hold
7,975
– – ﹤0.01% 1663
2021
Q2 		$78K Sell
7,975
-950
-11% -$9.14K ﹤0.01% 2579
2021
Q1 		$85.4K Buy
8,925
+1,450
+19% +$13K ﹤0.01% 1701
2020
Q4 		$65K Hold
7,475
– – ﹤0.01% 1542
2020
Q3 		$62K Hold
7,475
– – ﹤0.01% 1401
2020
Q2 		$61K Buy
7,475
+4,725
+172% +$38.1K ﹤0.01% 1334
2020
Q1 		$21K Sell
2,750
-1,019
-27% -$9.82K ﹤0.01% 1595
2019
Q4 		$39K Buy
3,769
+19
+0.5% +$198 ﹤0.01% 1507
2019
Q3 		$38K Buy
3,750
+1,000
+36% +$10.5K ﹤0.01% 1474
2019
Q2 		$29K Buy
+2,750
New +$28.9K ﹤0.01% 1552
2018
Q4 		– Sell
-750
Closed -$9K – 1415
2018
Q3 		$9K Buy
+750
New +$8.65K ﹤0.01% 1920

Other funds holding IGA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $1.15B AUM 16.94% 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 $445B AUM 25.58% 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 $11.4B AUM 5.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Partners Investment Advisory's IGA Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Voya Global Advantage and Premium Opportunity Fund (IGA) stake by 8.3% in Q1 2026, selling an estimated $5.83K and leaving 6,565 shares worth $62.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2656.

Steward Partners Investment Advisory first reported a position in IGA in Q3 2018 and has held it in 29 quarters since. The position peaked at $150K in Q2 2022. 39 funds tracked by Wall St. Rank hold IGA as of Q1 2026.

  • Steward Partners Investment Advisory held 6,565 shares of Voya Global Advantage and Premium Opportunity Fund worth $62.8K as of Q1 2026.
  • Steward Partners Investment Advisory sold 595 Voya Global Advantage and Premium Opportunity Fund shares in Q1 2026, an estimated $5.83K.
  • Voya Global Advantage and Premium Opportunity Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2656 holding.
  • Steward Partners Investment Advisory first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q3 2018 and has held it in 29 quarters since.
  • Steward Partners Investment Advisory's Voya Global Advantage and Premium Opportunity Fund position peaked at $150K in Q2 2022.
  • 39 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.