UPS
IGA

UHLMANN PRICE SECURITIES’s Voya Global Advantage and Premium Opportunity Fund IGA Stock Holding History

UHLMANN PRICE SECURITIES’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 		$397K Buy
40,057
+1,031
+3% +$9.99K 0.01% 173
2026
Q1 		$373K Buy
39,026
+988
+3% +$9.68K 0.03% 162
2025
Q4 		$370K Buy
38,038
+976
+3% +$9.51K 0.22% 115
2025
Q3 		$368K Buy
37,062
+940
+3% +$9.24K 0.22% 109
2025
Q2 		$359K Buy
36,122
+926
+3% +$9.05K 0.26% 100
2025
Q1 		$346K Buy
35,196
+800
+2% +$7.64K 0.25% 97
2024
Q4 		$316K Buy
34,396
+903
+3% +$8.55K 0.24% 101
2024
Q3 		$318K Buy
+33,493
New +$308K 0.25% 112

Other funds holding IGA

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

UHLMANN PRICE SECURITIES's IGA Position: Q2 2026 in Review

UHLMANN PRICE SECURITIES increased its Voya Global Advantage and Premium Opportunity Fund (IGA) stake by 2.6% in Q2 2026, buying an estimated $9.99K and bringing the position to 40,057 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #173.

UHLMANN PRICE SECURITIES first reported a position in IGA in Q3 2024 and has held it in 8 quarters since. 38 funds tracked by Wall St. Rank hold IGA as of Q2 2026.

  • UHLMANN PRICE SECURITIES held 40,057 shares of Voya Global Advantage and Premium Opportunity Fund worth $397K as of Q2 2026.
  • UHLMANN PRICE SECURITIES bought 1,031 Voya Global Advantage and Premium Opportunity Fund shares in Q2 2026, an estimated $9.99K.
  • Voya Global Advantage and Premium Opportunity Fund made up 0.01% of UHLMANN PRICE SECURITIES's portfolio in Q2 2026, its #173 holding.
  • UHLMANN PRICE SECURITIES first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q3 2024 and has held it in 8 quarters since.
  • 38 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q2 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q2 2026, filed 24 Jul 2026.