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

EverSource 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	-152	Closed	-$781	–	2576
2023 Q2	$781	Hold	152	–	–	﹤0.01%	2275
2023 Q1	$775	Hold	152	–	–	﹤0.01%	2162
2022 Q4	$822	Hold	152	–	–	﹤0.01%	2141
2022 Q3	$1K	Buy	+152	New	+$827	﹤0.01%	1829

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

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

EverSource Wealth Advisors sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q3 2023, closing a stake of 152 shares — an estimated $781 sold.

EverSource Wealth Advisors first reported a position in IGD in Q3 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 99 funds tracked by Wall St. Rank hold IGD as of Q3 2023.

EverSource Wealth Advisors reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q3 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 152 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q3 2023, an estimated $781.
EverSource Wealth Advisors first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q3 2022 and held it in 4 quarters.
EverSource Wealth Advisors's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $1K in Q3 2022.
99 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.