Marks Group Wealth Management, Inc
- SEC CIK
- 0001802473
- Latest filing
- Jul 27, 2026
IGA holding history
Voya Global Advantage & Premium Opportunity Fund in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
IGA overviewAll 13F holders of IGAFull Q2 2026 holdings
- Shares (Q2 2026)
- 195,408
- Value
- $1.93M
- % of portfolio
- 0.2%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 195,408 | $1.93M | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2026 | 195,408 | $1.87M | 0.2% | −4,456−2.2% | Reduced | Holders |
| Q4 2025 | 199,864 | $1.94M | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2025 | 199,864 | $1.98M | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2025 | 199,864 | $1.98M | 0.2% | +199,864 | New | Holders |