T
IGA

Transce3nd’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

Transce3nd’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
2025
Q1 		– Sell
-452
Closed -$4.16K – 1371
2024
Q4 		$4.16K Buy
+452
New +$4.28K ﹤0.01% 968

Other funds holding IGA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Transce3nd's IGA Position: Q1 2025 in Review

Transce3nd sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q1 2025, closing a stake of 452 shares — an estimated $4.16K sold.

Transce3nd first reported a position in IGA in Q4 2024 and held it in 1 quarter. The position peaked at $4.16K in Q4 2024. 36 funds tracked by Wall St. Rank hold IGA as of Q1 2025.

  • Transce3nd reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q1 2025 after selling out during the quarter.
  • Transce3nd sold 452 Voya Global Advantage and Premium Opportunity Fund shares in Q1 2025, an estimated $4.16K.
  • Transce3nd first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2024 and held it in 1 quarter.
  • Transce3nd's Voya Global Advantage and Premium Opportunity Fund position peaked at $4.16K in Q4 2024.
  • 36 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2025.

Based on Transce3nd's 13F filing for Q1 2025, filed 5 May 2025.