Lido Advisors

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

Lido 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	$1.2M	Hold	209,747	–	–	﹤0.01%	895
2025 Q4	$1.24M	Hold	209,747	–	–	﹤0.01%	903
2025 Q3	$1.24M	Sell	209,747 -3,000	-1%	-$17.6K	﹤0.01%	852
2025 Q2	$1.23M	Buy	212,747 +3,000	+1%	+$16.8K	﹤0.01%	756
2025 Q1	$1.21M	Sell	209,747 -61,884	-23%	-$341K	0.01%	694
2024 Q4	$1.49M	Buy	271,631 +47,367	+21%	+$262K	0.01%	614
2024 Q3	$1.26M	Buy	224,264 +123,862	+123%	+$679K	0.01%	615
2024 Q2	$516K	Hold	100,402	–	–	﹤0.01%	916
2024 Q1	$532K	Hold	100,402	–	–	﹤0.01%	882
2023 Q4	$503K	Buy	+100,402	New	+$488K	﹤0.01%	859

Other funds holding IGD

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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