PFG
IGD

Piershale Financial Group’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Piershale Financial 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
Q2 		$17.2K Buy
3,350
+77
+2% +$392 0.01% 83
2023
Q1 		$16.7K Buy
3,273
+73
+2% +$387 0.01% 79
2022
Q4 		$17.3K Buy
+3,200
New +$16.8K 0.01% 77

Other funds holding IGD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Piershale Financial Group's IGD Position: Q2 2023 in Review

Piershale Financial Group increased its Voya Global Equity Dividend and Premium Opportunity Fund (IGD) stake by 2.4% in Q2 2023, buying an estimated $392 and bringing the position to 3,350 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #83.

Piershale Financial Group first reported a position in IGD in Q4 2022 and has held it in 3 quarters since. The position peaked at $17.3K in Q4 2022. 91 funds tracked by Wall St. Rank hold IGD as of Q2 2023.

  • Piershale Financial Group held 3,350 shares of Voya Global Equity Dividend and Premium Opportunity Fund worth $17.2K as of Q2 2023.
  • Piershale Financial Group bought 77 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q2 2023, an estimated $392.
  • Voya Global Equity Dividend and Premium Opportunity Fund made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #83 holding.
  • Piershale Financial Group first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $17.3K in Q4 2022.
  • 91 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.