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

WealthShield 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
2025 Q1	–	Sell	-13,876	Closed	-$129K	–	542
2024 Q4	$129K	Buy	13,876 +1,719	+14%	+$16.3K	0.02%	316
2024 Q3	$115K	Sell	12,157 -184	-1%	-$1.69K	0.02%	336
2024 Q2	$109K	Sell	12,341 -209	-2%	-$1.84K	0.02%	321
2024 Q1	$113K	Buy	12,550 +496	+4%	+$4.28K	0.02%	310
2023 Q4	$105K	Sell	12,054 -2,070	-15%	-$17.1K	0.02%	321
2023 Q3	$117K	Buy	14,124 +879	+7%	+$7.38K	0.02%	325
2023 Q2	$113K	Buy	13,245 +235	+2%	+$1.96K	0.02%	327
2023 Q1	$111K	Buy	+13,010	New	+$115K	0.02%	331
2022 Q4	–	Sell	-12,804	Closed	-$108K	–	299
2022 Q3	$108K	Buy	12,804 +46	+0.4%	+$416	0.02%	285
2022 Q2	$116K	Buy	12,758 +401	+3%	+$3.74K	0.02%	288
2022 Q1	$120K	Buy	+12,357	New	+$120K	0.02%	326

Other funds holding IGA

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

WealthShield Partners's IGA Position: Q1 2025 in Review

WealthShield Partners sold out of Voya Global Advantage and Premium Opportunity Fund (IGA) in Q1 2025, closing a stake of 13,876 shares — an estimated $129K sold.

WealthShield Partners first reported a position in IGA in Q1 2022 and held it in 11 quarters. The position peaked at $129K in Q4 2024. 36 funds tracked by Wall St. Rank hold IGA as of Q1 2025.

WealthShield Partners reported no remaining Voya Global Advantage and Premium Opportunity Fund position as of Q1 2025 after selling out during the quarter.
WealthShield Partners sold 13,876 Voya Global Advantage and Premium Opportunity Fund shares in Q1 2025, an estimated $129K.
WealthShield Partners first reported a position in Voya Global Advantage and Premium Opportunity Fund in Q1 2022 and held it in 11 quarters.
WealthShield Partners's Voya Global Advantage and Premium Opportunity Fund position peaked at $129K in Q4 2024.
36 funds tracked by Wall St. Rank held Voya Global Advantage and Premium Opportunity Fund as of Q1 2025.

Based on WealthShield Partners's 13F filing for Q1 2025, filed 9 May 2025.