Stifel Financial
IGA

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

Stifel Financial’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
Q2 		– Sell
-76,195
Closed -$738K – 3393
2022
Q1 		$738K Sell
76,195
-775
-1% -$7.54K ﹤0.01% 2332
2021
Q4 		$798K Buy
76,970
+6,846
+10% +$68.8K ﹤0.01% 2288
2021
Q3 		$695K Buy
70,124
+24,018
+52% +$239K ﹤0.01% 2362
2021
Q2 		$452K Sell
46,106
-23,757
-34% -$229K ﹤0.01% 2641
2021
Q1 		$669K Sell
69,863
-63,265
-48% -$568K ﹤0.01% 2290
2020
Q4 		$1.17M Sell
133,128
-24,224
-15% -$205K ﹤0.01% 1742
2020
Q3 		$1.31M Sell
157,352
-13,302
-8% -$110K ﹤0.01% 1451
2020
Q2 		$1.4M Sell
170,654
-1,070
-0.6% -$8.62K ﹤0.01% 1351
2020
Q1 		$1.31M Buy
171,724
+3,637
+2% +$35K ﹤0.01% 1266
2019
Q4 		$1.76M Buy
168,087
+1,571
+0.9% +$16.3K ﹤0.01% 1417
2019
Q3 		$1.72M Buy
166,516
+3,542
+2% +$37.3K ﹤0.01% 1417
2019
Q2 		$1.74M Buy
162,974
+11,751
+8% +$123K ﹤0.01% 1443
2019
Q1 		$1.63M Sell
151,223
-23,383
-13% -$238K ﹤0.01% 1361
2018
Q4 		$1.61M Sell
174,606
-106,989
-38% -$1.09M 0.01% 1266
2018
Q3 		$3.22M Buy
281,595
+1,841
+0.7% +$21.2K 0.01% 1022
2018
Q2 		$3.24M Buy
279,754
+177,379
+173% +$2.01M 0.01% 986
2018
Q1 		$1.12M Buy
102,375
+91,335
+827% +$1.03M ﹤0.01% 1496
2017
Q4 		$126K Sell
11,040
-1,100
-9% -$12.6K ﹤0.01% 2525
2017
Q3 		$140K Buy
12,140
+1,100
+10% +$12K ﹤0.01% 2438
2017
Q2 		$120K Sell
11,040
-41
-0.4% -$436 ﹤0.01% 2442
2017
Q1 		$115K Buy
+11,081
New +$113K ﹤0.01% 2412

Other funds holding IGA

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Stifel Financial's IGA Position: Q2 2022 in Review

Stifel Financial sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q2 2022, closing a stake of 76,195 shares — an estimated $738K sold.

Stifel Financial first reported a position in IGA in Q1 2017 and held it in 21 quarters. The position peaked at $3.24M in Q2 2018. 33 funds tracked by Wall St. Rank hold IGA as of Q2 2022.

  • Stifel Financial reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q2 2022 after selling out during the quarter.
  • Stifel Financial sold 76,195 Voya Global Advantage and Premium Opportunity Fund shares in Q2 2022, an estimated $738K.
  • Stifel Financial first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q1 2017 and held it in 21 quarters.
  • Stifel Financial's Voya Global Advantage and Premium Opportunity Fund position peaked at $3.24M in Q2 2018.
  • 33 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q2 2022.

Based on Stifel Financial's 13F filing for Q2 2022, filed 15 Aug 2022.