CIA
IGD

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
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

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 $26.4B AUM 21.05% 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

Concurrent Investment Advisors's IGD Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Voya Global Equity Dividend and Premium Opportunity Fund (IGD) stake by 85% in Q1 2026, buying an estimated $51.3K and bringing the position to 19,199 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1821.

Concurrent Investment Advisors first reported a position in IGD in Q4 2024 and has held it in 4 quarters since. 94 funds tracked by Wall St. Rank hold IGD as of Q1 2026.

  • Concurrent Investment Advisors held 19,199 shares of Voya Global Equity Dividend and Premium Opportunity Fund worth $109K as of Q1 2026.
  • Concurrent Investment Advisors bought 8,825 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q1 2026, an estimated $51.3K.
  • Voya Global Equity Dividend and Premium Opportunity Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1821 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 4 quarters since.
  • 94 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.