Belpointe Asset Management’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Belpointe Asset 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 Q2	–	Sell	-3,339	Closed	-$17K	–	1868
2023 Q1	$17K	Hold	3,339	–	–	﹤0.01%	2399
2022 Q4	$18.1K	Buy	+3,339	New	+$17.5K	﹤0.01%	2258
2020 Q4	–	Sell	-27,152	Closed	-$134K	–	967
2020 Q3	$134K	Buy	27,152 +603	+2%	+$3K	0.01%	679
2020 Q2	$129K	Sell	26,549 -885	-3%	-$4.28K	0.02%	650
2020 Q1	$125K	Sell	27,434 -572,573	-95%	-$3.26M	0.02%	552
2019 Q4	$3.71M	Buy	600,007 +158,818	+36%	+$969K	0.47%	43
2019 Q3	$2.65M	Buy	+441,189	New	+$2.83M	0.43%	44
2018 Q1	–	Sell	-25,245	Closed	-$196K	–	407
2017 Q4	$196K	Buy	25,245 +7,675	+44%	+$60.8K	0.04%	420
2017 Q3	$142K	Buy	+17,570	New	+$136K	0.03%	412

Other funds holding IGD

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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Belpointe Asset Management's IGD Position: Q2 2023 in Review

Belpointe Asset Management sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q2 2023, closing a stake of 3,339 shares — an estimated $17K sold.

Belpointe Asset Management first reported a position in IGD in Q3 2017 and held it in 9 quarters. The position peaked at $3.71M in Q4 2019. 91 funds tracked by Wall St. Rank hold IGD as of Q2 2023.

Belpointe Asset Management reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 3,339 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q2 2023, an estimated $17K.
Belpointe Asset Management first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q3 2017 and held it in 9 quarters.
Belpointe Asset Management's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $3.71M in Q4 2019.
91 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.