UBS Group
IGA

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

UBS Group’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
Q2 		$924K Sell
93,322
-1,914
-2% -$18.5K ﹤0.01% 5803
2026
Q1 		$910K Sell
95,236
-10,506
-10% -$103K ﹤0.01% 5622
2025
Q4 		$1.03M Sell
105,742
-23,859
-18% -$232K ﹤0.01% 5550
2025
Q3 		$1.29M Sell
129,601
-34,655
-21% -$341K ﹤0.01% 5348
2025
Q2 		$1.63M Buy
164,256
+14,925
+10% +$146K ﹤0.01% 5017
2025
Q1 		$1.47M Sell
149,331
-262
-0.2% -$2.5K ﹤0.01% 4959
2024
Q4 		$1.38M Buy
149,593
+6,913
+5% +$65.4K ﹤0.01% 5062
2024
Q3 		$1.36M Buy
142,680
+11,720
+9% +$108K ﹤0.01% 4363
2024
Q2 		$1.16M Sell
130,960
-76,614
-37% -$674K ﹤0.01% 4281
2024
Q1 		$1.88M Sell
207,574
-8,954
-4% -$77.3K ﹤0.01% 4013
2023
Q4 		$1.84M Sell
216,528
-4,797
-2% -$39.7K ﹤0.01% 3918
2023
Q3 		$1.84M Buy
221,325
+6,431
+3% +$54K ﹤0.01% 3519
2023
Q2 		$1.84M Sell
214,894
-6,929
-3% -$57.9K ﹤0.01% 3610
2023
Q1 		$1.89M Sell
221,823
-626
-0.3% -$5.52K ﹤0.01% 3492
2022
Q4 		$1.94M Buy
222,449
+48,349
+28% +$421K ﹤0.01% 3417
2022
Q3 		$1.47M Buy
174,100
+73,786
+74% +$667K ﹤0.01% 3433
2022
Q2 		$914K Buy
100,314
+9,477
+10% +$88.4K ﹤0.01% 3811
2022
Q1 		$880K Buy
90,837
+11,379
+14% +$111K ﹤0.01% 4228
2021
Q4 		$824K Buy
79,458
+7,347
+10% +$73.8K ﹤0.01% 4557
2021
Q3 		$715K Sell
72,111
-2,118
-3% -$21.1K ﹤0.01% 4469
2021
Q2 		$728K Sell
74,229
-14,737
-17% -$142K ﹤0.01% 4448
2021
Q1 		$851K Sell
88,966
-8,329
-9% -$74.8K ﹤0.01% 4418
2020
Q4 		$851K Sell
97,295
-7,731
-7% -$65.4K ﹤0.01% 4144
2020
Q3 		$876K Buy
105,026
+1,404
+1% +$11.6K ﹤0.01% 3736
2020
Q2 		$849K Sell
103,622
-101,551
-49% -$818K ﹤0.01% 3651
2020
Q1 		$1.57M Buy
205,173
+33,906
+20% +$327K ﹤0.01% 2988
2019
Q4 		$1.79M Buy
171,267
+4,145
+2% +$43.1K ﹤0.01% 3669
2019
Q3 		$1.73M Buy
167,122
+14,140
+9% +$149K ﹤0.01% 3443
2019
Q2 		$1.64M Buy
152,982
+39,347
+35% +$413K ﹤0.01% 3330
2019
Q1 		$1.23M Buy
113,635
+17,772
+19% +$181K ﹤0.01% 3407
2018
Q4 		$882K Sell
95,863
-30,285
-24% -$308K ﹤0.01% 3788
2018
Q3 		$1.44M Sell
126,148
-6,813
-5% -$78.6K ﹤0.01% 3502
2018
Q2 		$1.54M Buy
132,961
+14,312
+12% +$162K ﹤0.01% 3403
2018
Q1 		$1.29M Sell
118,649
-1,687
-1% -$19.1K ﹤0.01% 3511
2017
Q4 		$1.38M Buy
120,336
+15,759
+15% +$180K ﹤0.01% 3504
2017
Q3 		$1.2M Buy
104,577
+23,416
+29% +$256K ﹤0.01% 3554
2017
Q2 		$877K Buy
81,161
+17,774
+28% +$189K ﹤0.01% 3729
2017
Q1 		$664K Buy
63,387
+18,011
+40% +$184K ﹤0.01% 3843
2016
Q4 		$446K Sell
45,376
-7,869
-15% -$76.7K ﹤0.01% 4214
2016
Q3 		$539K Sell
53,245
-9,858
-16% -$97.2K ﹤0.01% 3874
2016
Q2 		$623K Sell
63,103
-50,569
-44% -$493K ﹤0.01% 3742
2016
Q1 		$1.16M Sell
113,672
-5,694
-5% -$55.1K ﹤0.01% 3124
2015
Q4 		$1.25M Buy
119,366
+14,989
+14% +$162K ﹤0.01% 3232
2015
Q3 		$1.12M Sell
104,377
-4,096
-4% -$47.4K ﹤0.01% 3246
2015
Q2 		$1.36M Sell
108,473
-523
-0.5% -$6.42K ﹤0.01% 3329
2015
Q1 		$1.3M Buy
108,996
+16,715
+18% +$196K ﹤0.01% 3331
2014
Q4 		$1.06M Buy
+92,281
New +$1.09M ﹤0.01% 3523

Other funds holding IGA

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 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 $1.89T AUM 35.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

UBS Group's IGA Position: Q2 2026 in Review

UBS Group reduced its Voya Global Advantage and Premium Opportunity Fund (IGA) stake by 2% in Q2 2026, selling an estimated $18.5K and leaving 93,322 shares worth $924K. The position accounts for ﹤0.01% of the portfolio, ranked #5803.

UBS Group first reported a position in IGA in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.94M in Q4 2022. 30 funds tracked by Wall St. Rank hold IGA as of Q2 2026.

  • UBS Group held 93,322 shares of Voya Global Advantage and Premium Opportunity Fund worth $924K as of Q2 2026.
  • UBS Group sold 1,914 Voya Global Advantage and Premium Opportunity Fund shares in Q2 2026, an estimated $18.5K.
  • Voya Global Advantage and Premium Opportunity Fund made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5803 holding.
  • UBS Group first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Voya Global Advantage and Premium Opportunity Fund position peaked at $1.94M in Q4 2022.
  • 30 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.