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Equibles

Shaker Financial Services, LLC

Position in IGA — Voya Global Advantage & Premium Opportunity Fund

CIK 1511794 Arlington, VA
Back to IGA Full portfolio

Position in IGA

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$2,068,466
+$342,045 QoQ
Shares Held
208,936
+15.7% QoQ
Ownership
1.36%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#5
of 38 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in IGA Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Shaker Financial Services, LLC holds $305,199,317 across 140 Asset Management names. IGA ranks #57 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GAB
Gabelli Equity Trust Inc
 2,073,169 $11,734,136
2 RVT
Royce Small-Cap Trust, Inc.
 605,745 $11,188,110
3 USA
Liberty All Star Equity Fund
 1,646,776 $9,567,768
4 SPE
Special Opportunities Fund, Inc.
 664,992 $8,957,442
5 JCE
Nuveen Core Equity Alpha Fund
 519,128 $8,492,934
6 ASG
Liberty All Star Growth Fund Inc.
 1,527,646 $8,356,223
7 FFA
First Trust Enhanced Equity Income Fund
 328,741 $7,350,648
8 SOR
Source Capital /De/
 153,966 $7,077,817

All Filings in IGA

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,068,466 208,936
2026-03-31 $1,726,421 180,588
2025-12-31 $1,385,401 142,531
2025-09-30 $242,325 24,428
2025-03-31 $191,823 19,534
2024-12-31 $434,488 47,227
2024-09-30 $507,632 53,435
2024-06-30 $899,310 101,617
2024-03-31 $422,095 46,692
2023-09-30 $1,908,294 229,915
2023-06-30 $2,808,712 328,889
2023-03-31 $3,179,476 372,304
2022-12-31 $2,629,496 302,241
2022-09-30 $2,137,738 253,587
2022-06-30 $2,175,267 238,778
2022-03-31 $1,889,081 195,153
2021-12-31 $1,187,769 114,539
2021-06-30 $467,358 47,641
2021-03-31 $429,903 44,922
2020-12-31 $897,820 102,608
2020-06-30 $684,168 83,537
2020-03-31 $595,381 77,726