Carson Wealth (CWM LLC)
IGD

Carson Wealth (CWM LLC)’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$1.77K Hold
311
– – ﹤0.01% 5306
2025
Q4 		$2K Hold
311
– – ﹤0.01% 5088
2025
Q3 		$2K Hold
311
– – ﹤0.01% 5006
2025
Q2 		$2K Hold
311
– – ﹤0.01% 4886
2025
Q1 		$2K Hold
311
– – ﹤0.01% 4763
2024
Q4 		$2K Hold
311
– – ﹤0.01% 4546
2024
Q3 		$2K Buy
+311
New +$1.71K ﹤0.01% 4403
2024
Q2 		– Sell
-1,064
Closed -$6K – 4735
2024
Q1 		$6K Hold
1,064
– – ﹤0.01% 3578
2023
Q4 		$5K Buy
+1,064
New +$5.17K ﹤0.01% 3512
2023
Q3 		– Sell
-93
Closed – – 4325
2023
Q2 		$0 Sell
93
-4,907
-98% -$25K ﹤0.01% 4307
2023
Q1 		$26K Buy
5,000
+4,795
+2,339% +$25.4K ﹤0.01% 2320
2022
Q4 		$1K Hold
205
– – ﹤0.01% 3763
2022
Q3 		$1K Hold
205
– – ﹤0.01% 3669
2022
Q2 		$1K Buy
+205
New +$1.16K ﹤0.01% 3559
2022
Q1 		– Sell
-18
Closed – – 3671
2021
Q4 		$0 Buy
+18
New +$108 ﹤0.01% 3557
2021
Q2 		$0 Hold
54
– – ﹤0.01% 2966
2021
Q1 		$0 Hold
54
– – ﹤0.01% 2966
2020
Q4 		$0 Hold
54
– – ﹤0.01% 2964
2020
Q3 		$0 Hold
54
– – ﹤0.01% 2964
2020
Q2 		$0 Hold
54
– – ﹤0.01% 2964
2020
Q1 		$0 Hold
54
– – ﹤0.01% 2964
2019
Q4 		$0 Hold
54
– – ﹤0.01% 2963
2019
Q3 		$0 Hold
54
– – ﹤0.01% 2963
2019
Q2 		$0 Hold
54
– – ﹤0.01% 2963
2019
Q1 		$0 Sell
54
-227,607
-100% -$1.45M ﹤0.01% 3097
2018
Q4 		$1.33M Buy
+227,661
New +$1.49M 0.03% 331

Other funds holding IGD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IGD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Voya Global Equity Dividend and Premium Opportunity Fund (IGD) position steady in Q1 2026 at 311 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #5306.

Carson Wealth (CWM LLC) first reported a position in IGD in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.33M in Q4 2018. 94 funds tracked by Wall St. Rank hold IGD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 311 shares of Voya Global Equity Dividend and Premium Opportunity Fund worth $1.77K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Voya Global Equity Dividend and Premium Opportunity Fund share count unchanged in Q1 2026.
  • Voya Global Equity Dividend and Premium Opportunity Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5306 holding.
  • Carson Wealth (CWM LLC) first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q4 2018 and has held it in 26 quarters since.
  • Carson Wealth (CWM LLC)'s Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $1.33M in Q4 2018.
  • 94 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.