Clearview Wealth Advisors’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Clearview Wealth Advisors’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	-3,560	Closed	-$18.3K	–	353
2023 Q2	$18.3K	Buy	3,560 +63	+2%	+$320	0.02%	288
2023 Q1	$17.8K	Buy	3,497 +60	+2%	+$318	0.02%	290
2022 Q4	$18.6K	Buy	3,437 +58	+2%	+$305	0.01%	261
2022 Q3	$17K	Buy	3,379 +54	+2%	+$294	0.01%	276
2022 Q2	$18K	Buy	3,325 +53	+2%	+$300	0.01%	292
2022 Q1	$19K	Buy	3,272 +48	+1%	+$285	0.01%	307
2021 Q4	$20K	Buy	3,224 +46	+1%	+$277	0.01%	332
2021 Q3	$19K	Buy	3,178 +46	+1%	+$279	0.01%	343
2021 Q2	$19K	Buy	3,132 +896	+40%	+$5.3K	0.01%	348
2021 Q1	$13K	Buy	2,236 +48	+2%	+$261	0.01%	377
2020 Q4	$11K	Buy	+2,188	New	+$11K	0.01%	364

Other funds holding IGD

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

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

Clearview Wealth Advisors's IGD Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q3 2023, closing a stake of 3,560 shares — an estimated $18.3K sold.

Clearview Wealth Advisors first reported a position in IGD in Q4 2020 and held it in 11 quarters. The position peaked at $20K in Q4 2021. 99 funds tracked by Wall St. Rank hold IGD as of Q3 2023.

Clearview Wealth Advisors reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 3,560 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q3 2023, an estimated $18.3K.
Clearview Wealth Advisors first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $20K in Q4 2021.
99 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.