Live Oak Private Wealth’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Live Oak Private Wealth’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	$61.4K	Hold	10,000	–	–	0.01%	210
2026 Q1	$57K	Hold	10,000	–	–	0.01%	206
2025 Q4	$57.2K	Hold	10,000	–	–	0.01%	198
2025 Q3	$59.3K	Hold	10,000	–	–	0.01%	193
2025 Q2	$58K	Hold	10,000	–	–	0.01%	191
2025 Q1	$57.7K	Hold	10,000	–	–	0.01%	188
2024 Q4	$54.2K	Hold	10,000	–	–	0.01%	184
2024 Q3	$56.4K	Hold	10,000	–	–	0.01%	180
2024 Q2	$51.4K	Buy	+10,000	New	+$51.4K	0.01%	175

Other funds holding IGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Live Oak Private Wealth's IGD Position: Q2 2026 in Review

Live Oak Private Wealth held its Voya Global Equity Dividend and Premium Opportunity Fund (IGD) position steady in Q2 2026 at 10,000 shares worth $61.4K. The position accounts for 0.01% of the portfolio, ranked #210.

Live Oak Private Wealth first reported a position in IGD in Q2 2024 and has held it in 9 quarters since. 96 funds tracked by Wall St. Rank hold IGD as of Q2 2026.

Live Oak Private Wealth held 10,000 shares of Voya Global Equity Dividend and Premium Opportunity Fund worth $61.4K as of Q2 2026.
Live Oak Private Wealth left its Voya Global Equity Dividend and Premium Opportunity Fund share count unchanged in Q2 2026.
Voya Global Equity Dividend and Premium Opportunity Fund made up 0.01% of Live Oak Private Wealth's portfolio in Q2 2026, its #210 holding.
Live Oak Private Wealth first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q2 2024 and has held it in 9 quarters since.
96 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.