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Equibles

Steward Partners Investment Advisory, LLC

Position in IGI — Western Asset Investment Grade Opportunity Trust Inc.

CIK 1723397 STAMFORD, CT
Back to IGI Full portfolio

Position in IGI

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$12,871
+$16 QoQ
Shares Held
799
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 29 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in IGI Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $303,063,686 across 294 Asset Management names. IGI ranks #255 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 21,807 $20,968,738
2 BST
BlackRock Science & Technology Trust
 211,966 $10,748,795
3 GDV
Gabelli Dividend & Income Trust
 365,524 $10,746,405
4 BX
Blackstone Inc.
 90,124 $10,604,891
5 ARCC
Ares Capital Corp
 406,494 $7,532,333
6 BSTZ
BlackRock Science & Technology Term Trust
 243,765 $7,320,262
7 PHYS
Sprott Physical Gold Trust
 225,504 $6,803,455
8 ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
 437,539 $6,510,580

All Filings in IGI

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,871 799
2026-03-31 $12,855 799
2025-12-31 $13,183 799
2025-09-30 $13,335 799
2025-06-30 $13,247 799
2025-03-31 $13,247 799
2024-12-31 $13,031 799
2024-09-30 $14,382 799
2024-06-30 $13,646 799
2024-03-31 $13,814 799
2023-12-31 $14,046 799
2023-09-30 $12,648 799
2023-06-30 $13,039 799
2023-03-31 $13,527 799
2022-12-31 $13,007 799
2022-09-30 $13,234 865
2022-06-30 $14,592 865
2022-03-31 $17,877 955
2021-12-31 $120,907 5,531
2021-09-30 $122,179 5,531
2021-06-30 $126,139 5,731
2021-03-31 $158,412 7,399
2020-12-31 $132,259 5,915
2020-09-30 $143,417 6,915
2020-06-30 $134,365 6,212