CFS
IGD

Capital Financial Services’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Capital Financial 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
2022
Q4 		$62.2K Hold
11,500
– – 0.09% 77
2022
Q3 		$58K Hold
11,500
– – 0.09% 76
2022
Q2 		$63K Hold
11,500
– – 0.09% 73
2022
Q1 		$67K Hold
11,500
– – 0.08% 71
2021
Q4 		$71K Hold
11,500
– – 0.08% 75
2021
Q3 		$68K Hold
11,500
– – 0.08% 73
2021
Q2 		$69K Hold
11,500
– – 0.09% 63
2021
Q1 		$66K Hold
11,500
– – 0.09% 63
2020
Q4 		$60K Buy
+11,500
New +$58K 0.08% 64

Other funds holding IGD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Capital Financial Services's IGD Position: Q4 2022 in Review

Capital Financial Services held its Voya Global Equity Dividend and Premium Opportunity Fund (IGD) position steady in Q4 2022 at 11,500 shares worth $62.2K. The position accounts for 0.09% of the portfolio, ranked #77.

Capital Financial Services first reported a position in IGD in Q4 2020 and has held it in 9 quarters since. The position peaked at $71K in Q4 2021. 98 funds tracked by Wall St. Rank hold IGD as of Q4 2022.

  • Capital Financial Services held 11,500 shares of Voya Global Equity Dividend and Premium Opportunity Fund worth $62.2K as of Q4 2022.
  • Capital Financial Services left its Voya Global Equity Dividend and Premium Opportunity Fund share count unchanged in Q4 2022.
  • Voya Global Equity Dividend and Premium Opportunity Fund made up 0.09% of Capital Financial Services's portfolio in Q4 2022, its #77 holding.
  • Capital Financial Services first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q4 2020 and has held it in 9 quarters since.
  • Capital Financial Services's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $71K in Q4 2021.
  • 98 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q4 2022.

Based on Capital Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.