SWP
IGA

Stratos Wealth Partners’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Stratos Wealth Partners’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
2020
Q3 		– Sell
-11,098
Closed -$91K – 1032
2020
Q2 		$91K Hold
11,098
– – ﹤0.01% 958
2020
Q1 		$85K Hold
11,098
– – ﹤0.01% 878
2019
Q4 		$116K Sell
11,098
-100
-0.9% -$1.04K ﹤0.01% 944
2019
Q3 		$116K Hold
11,198
– – 0.01% 919
2019
Q2 		$120K Hold
11,198
– – 0.01% 915
2019
Q1 		$121K Buy
11,198
+175
+2% +$1.78K 0.01% 895
2018
Q4 		$101K Sell
11,023
-1,175
-10% -$11.9K 0.01% 836
2018
Q3 		$140K Buy
12,198
+83
+0.7% +$958 0.01% 984
2018
Q2 		$140K Sell
12,115
-4,628
-28% -$52.3K 0.01% 927
2018
Q1 		$183K Buy
16,743
+1,300
+8% +$14.7K 0.01% 940
2017
Q4 		$177K Hold
15,443
– – 0.01% 933
2017
Q3 		$178K Hold
15,443
– – 0.01% 866
2017
Q2 		$167K Buy
15,443
+1,465
+10% +$15.6K 0.01% 776
2017
Q1 		$146K Buy
13,978
+1,700
+14% +$17.3K 0.01% 754
2016
Q4 		$121K Sell
12,278
-90
-0.7% -$877 0.01% 687
2016
Q3 		$125K Hold
12,368
– – 0.01% 644
2016
Q2 		$122K Sell
12,368
-1,175
-9% -$11.5K 0.01% 595
2016
Q1 		$138K Hold
13,543
– – 0.01% 541
2015
Q4 		$142K Hold
13,543
– – 0.01% 540
2015
Q3 		$145K Sell
13,543
-470
-3% -$5.44K 0.02% 502
2015
Q2 		$175K Sell
14,013
-500
-3% -$6.14K 0.02% 477
2015
Q1 		$173K Buy
14,513
+550
+4% +$6.44K 0.02% 569
2014
Q4 		$160K Sell
13,963
-2,320
-14% -$27.5K 0.03% 468
2014
Q3 		$200K Hold
16,283
– – 0.05% 291
2014
Q2 		$198K Buy
+16,283
New +$194K 0.07% 292

Other funds holding IGA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Stratos Wealth Partners's IGA Position: Q3 2020 in Review

Stratos Wealth Partners sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q3 2020, closing a stake of 11,098 shares — an estimated $91K sold.

Stratos Wealth Partners first reported a position in IGA in Q2 2014 and held it in 25 quarters. The position peaked at $200K in Q3 2014. 43 funds tracked by Wall St. Rank hold IGA as of Q3 2020.

  • Stratos Wealth Partners reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q3 2020 after selling out during the quarter.
  • Stratos Wealth Partners sold 11,098 Voya Global Advantage and Premium Opportunity Fund shares in Q3 2020, an estimated $91K.
  • Stratos Wealth Partners first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q2 2014 and held it in 25 quarters.
  • Stratos Wealth Partners's Voya Global Advantage and Premium Opportunity Fund position peaked at $200K in Q3 2014.
  • 43 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q3 2020.

Based on Stratos Wealth Partners's 13F filing for Q3 2020, filed 29 Oct 2020.