Avantax Advisory Services’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Avantax Advisory Services’s Portfolio IGD Stock Details IGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$70.7K	Buy	12,192 +166	+1%	+$930	﹤0.01%	2310
2025 Q1	$69.4K	Sell	12,026 -1,482	-11%	-$8.18K	﹤0.01%	2182
2024 Q4	$73.2K	Buy	13,508 +726	+6%	+$4.01K	﹤0.01%	2139
2024 Q3	$72.1K	Sell	12,782 -1,090	-8%	-$5.98K	﹤0.01%	2085
2024 Q2	$71.3K	Sell	13,872 -557	-4%	-$2.86K	﹤0.01%	2031
2024 Q1	$76.5K	Buy	14,429 +1,425	+11%	+$7.28K	﹤0.01%	1607
2023 Q4	$64.6K	Buy	13,004 +2,178	+20%	+$10.6K	﹤0.01%	1538
2023 Q3	$53K	Buy	10,826 +560	+5%	+$2.84K	﹤0.01%	1509
2023 Q2	$52.8K	Sell	10,266 -2,729	-21%	-$13.9K	﹤0.01%	1472
2023 Q1	$66.3K	Sell	12,995 -10,470	-45%	-$55.5K	﹤0.01%	1439
2022 Q4	$127K	Buy	23,465 +4,424	+23%	+$23.2K	﹤0.01%	1353
2022 Q3	$95K	Buy	19,041 +1,284	+7%	+$6.99K	﹤0.01%	1271
2022 Q2	$98K	Buy	17,757 +3,121	+21%	+$17.6K	﹤0.01%	1251
2022 Q1	$84K	Buy	14,636 +199	+1%	+$1.18K	﹤0.01%	1246
2021 Q4	$90K	Buy	+14,437	New	+$86.8K	﹤0.01%	1216
2021 Q2	–	Sell	-10,690	Closed	-$60K	–	1151
2021 Q1	$60K	Buy	+10,690	New	+$58.1K	﹤0.01%	1014
2020 Q4	–	Sell	-49,402	Closed	-$241K	–	1127
2020 Q3	$241K	Buy	+49,402	New	+$245K	﹤0.01%	1131

Other funds holding IGD

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

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

AAM

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Avantax Advisory Services's IGD Position: Q2 2025 in Review

Avantax Advisory Services increased its Voya Global Equity Dividend and Premium Opportunity Fund (IGD) stake by 1.4% in Q2 2025, buying an estimated $930 and bringing the position to 12,192 shares worth $70.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2310.

Avantax Advisory Services first reported a position in IGD in Q3 2020 and has held it in 17 quarters since. The position peaked at $241K in Q3 2020. 92 funds tracked by Wall St. Rank hold IGD as of Q2 2025.

Avantax Advisory Services held 12,192 shares of Voya Global Equity Dividend and Premium Opportunity Fund worth $70.7K as of Q2 2025.
Avantax Advisory Services bought 166 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q2 2025, an estimated $930.
Voya Global Equity Dividend and Premium Opportunity Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2310 holding.
Avantax Advisory Services first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q3 2020 and has held it in 17 quarters since.
Avantax Advisory Services's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $241K in Q3 2020.
92 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.