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

Onyx Bridge Wealth Group’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 Q4	–	Sell	-10,300	Closed	-$50.5K	–	261
2023 Q3	$50.5K	Hold	10,300	–	–	0.01%	231
2023 Q2	$52.9K	Hold	10,300	–	–	0.01%	231
2023 Q1	$52.5K	Hold	10,300	–	–	0.02%	180
2022 Q4	$55.5K	Hold	10,300	–	–	0.02%	180
2022 Q3	$52K	Hold	10,300	–	–	0.02%	168
2022 Q2	$56K	Sell	10,300 -1,250	-11%	-$7.07K	0.03%	160
2022 Q1	$66K	Hold	11,550	–	–	0.03%	153
2021 Q4	$72K	Hold	11,550	–	–	0.02%	168
2021 Q3	$69K	Hold	11,550	–	–	0.03%	154
2021 Q2	$69K	Buy	11,550 +1,250	+12%	+$7.39K	0.03%	124
2021 Q1	$59K	Hold	10,300	–	–	0.03%	112
2020 Q4	$54K	Buy	+10,300	New	+$51.9K	0.04%	72

Other funds holding IGD

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Onyx Bridge Wealth Group's IGD Position: Q4 2023 in Review

Onyx Bridge Wealth Group sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q4 2023, closing a stake of 10,300 shares — an estimated $50.5K sold.

Onyx Bridge Wealth Group first reported a position in IGD in Q4 2020 and held it in 12 quarters. The position peaked at $72K in Q4 2021. 100 funds tracked by Wall St. Rank hold IGD as of Q4 2023.

Onyx Bridge Wealth Group reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q4 2023 after selling out during the quarter.
Onyx Bridge Wealth Group sold 10,300 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q4 2023, an estimated $50.5K.
Onyx Bridge Wealth Group first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q4 2020 and held it in 12 quarters.
Onyx Bridge Wealth Group's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $72K in Q4 2021.
100 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q4 2023.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2023, filed 31 Jan 2024.