Marks Group Wealth Management’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Marks Group Wealth Management’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 Q1	–	Sell	-231,210	Closed	-$1.25M	–	282
2022 Q4	$1.25M	Buy	231,210 +10,849	+5%	+$57K	0.17%	141
2022 Q3	$1.1M	Hold	220,361	–	–	0.17%	144
2022 Q2	$1.21M	Buy	220,361 +2,976	+1%	+$16.8K	0.17%	144
2022 Q1	$1.27M	Buy	+217,385	New	+$1.29M	0.16%	142

Other funds holding IGD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marks Group Wealth Management's IGD Position: Q1 2023 in Review

Marks Group Wealth Management sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q1 2023, closing a stake of 231,210 shares — an estimated $1.25M sold.

Marks Group Wealth Management first reported a position in IGD in Q1 2022 and held it in 4 quarters. The position peaked at $1.27M in Q1 2022. 98 funds tracked by Wall St. Rank hold IGD as of Q1 2023.

Marks Group Wealth Management reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q1 2023 after selling out during the quarter.
Marks Group Wealth Management sold 231,210 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q1 2023, an estimated $1.25M.
Marks Group Wealth Management first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q1 2022 and held it in 4 quarters.
Marks Group Wealth Management's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $1.27M in Q1 2022.
98 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q1 2023.

Based on Marks Group Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.