AWM
IGD

Axxcess Wealth Management’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Axxcess Wealth Management’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
2023
Q4 		– Sell
-60,807
Closed -$298K – 884
2023
Q3 		$298K Buy
+60,807
New +$309K 0.01% 598
2023
Q2 		– Sell
-35,848
Closed -$183K – 645
2023
Q1 		$183K Hold
35,848
– – 0.01% 597
2022
Q4 		$194K Buy
+35,848
New +$188K 0.02% 567

Other funds holding IGD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Axxcess Wealth Management's IGD Position: Q4 2023 in Review

Axxcess Wealth Management sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q4 2023, closing a stake of 60,807 shares — an estimated $298K sold.

Axxcess Wealth Management first reported a position in IGD in Q4 2022 and held it in 3 quarters. The position peaked at $298K in Q3 2023. 100 funds tracked by Wall St. Rank hold IGD as of Q4 2023.

  • Axxcess Wealth Management reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 60,807 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q4 2023, an estimated $298K.
  • Axxcess Wealth Management first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q4 2022 and held it in 3 quarters.
  • Axxcess Wealth Management's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $298K in Q3 2023.
  • 100 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.