CFFP
IGD

Center for Financial Planning’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Center for Financial Planning’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
Q3 		– Sell
-14,021
Closed -$72.1K – 545
2023
Q2 		$72.1K Buy
+14,021
New +$71.3K 0.02% 194

Other funds holding IGD

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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Center for Financial Planning's IGD Position: Q3 2023 in Review

Center for Financial Planning sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q3 2023, closing a stake of 14,021 shares — an estimated $72.1K sold.

Center for Financial Planning first reported a position in IGD in Q2 2023 and held it in 1 quarter. The position peaked at $72.1K in Q2 2023. 99 funds tracked by Wall St. Rank hold IGD as of Q3 2023.

  • Center for Financial Planning reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q3 2023 after selling out during the quarter.
  • Center for Financial Planning sold 14,021 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q3 2023, an estimated $72.1K.
  • Center for Financial Planning first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q2 2023 and held it in 1 quarter.
  • Center for Financial Planning's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $72.1K in Q2 2023.
  • 99 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.