Concurrent Investment Advisors
IGD icon

Concurrent Investment Advisors’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Concurrent Investment 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
2026
Q2 		$118K Buy
19,273
+74
+0.4% +$449 ﹤0.01% 2013
2026
Q1 		$109K Buy
19,199
+8,825
+85% +$51.3K ﹤0.01% 1821
2025
Q4 		$59.3K Buy
+10,374
New +$60.1K ﹤0.01% 1736
2025
Q2 		– Sell
-12,658
Closed -$73K – 1432
2025
Q1 		$73K Buy
12,658
+2,572
+26% +$14.2K ﹤0.01% 1190
2024
Q4 		$54.7K Buy
+10,086
New +$55.7K ﹤0.01% 1065

Other funds holding IGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Concurrent Investment Advisors's IGD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Voya Global Equity Dividend and Premium Opportunity Fund (IGD) stake by 0.39% in Q2 2026, buying an estimated $449 and bringing the position to 19,273 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #2013.

Concurrent Investment Advisors first reported a position in IGD in Q4 2024 and has held it in 5 quarters since. 96 funds tracked by Wall St. Rank hold IGD as of Q2 2026.

  • Concurrent Investment Advisors held 19,273 shares of Voya Global Equity Dividend and Premium Opportunity Fund worth $118K as of Q2 2026.
  • Concurrent Investment Advisors bought 74 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q2 2026, an estimated $449.
  • Voya Global Equity Dividend and Premium Opportunity Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #2013 holding.
  • Concurrent Investment Advisors first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q4 2024 and has held it in 5 quarters since.
  • 96 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.