MA
IGD

Montag & Associates’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Montag & Associates’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
2024
Q4 		– Sell
-1,355
Closed -$7.64K – 1015
2024
Q3 		$7.64K Buy
+1,355
New +$7.43K ﹤0.01% 831

Other funds holding IGD

Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Montag & Associates's IGD Position: Q4 2024 in Review

Montag & Associates sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q4 2024, closing a stake of 1,355 shares — an estimated $7.64K sold.

Montag & Associates first reported a position in IGD in Q3 2024 and held it in 1 quarter. The position peaked at $7.64K in Q3 2024. 90 funds tracked by Wall St. Rank hold IGD as of Q4 2024.

  • Montag & Associates reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q4 2024 after selling out during the quarter.
  • Montag & Associates sold 1,355 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q4 2024, an estimated $7.64K.
  • Montag & Associates first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q3 2024 and held it in 1 quarter.
  • Montag & Associates's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $7.64K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q4 2024.

Based on Montag & Associates's 13F filing for Q4 2024, filed 30 Jan 2025.