PWPS
IGD

Pinnacle Wealth Planning Services’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$11 Sell
2
-193
-99% -$1.12K ﹤0.01% 2731
2025
Q4 		$1.11K Buy
+195
New +$1.13K ﹤0.01% 2571
2022
Q3 		– Sell
-10,164
Closed -$56K – 427
2022
Q2 		$56K Sell
10,164
-688
-6% -$3.89K 0.01% 408
2022
Q1 		$64K Sell
10,852
-824
-7% -$4.88K 0.01% 421
2021
Q4 		$73K Buy
11,676
+640
+6% +$3.85K 0.01% 408
2021
Q3 		$65K Sell
11,036
-18
-0.2% -$109 0.01% 369
2021
Q2 		$66K Sell
11,054
-1,346
-11% -$7.96K 0.02% 353
2021
Q1 		$71K Buy
12,400
+506
+4% +$2.75K 0.02% 332
2020
Q4 		$62K Buy
11,894
+1,199
+11% +$6.04K 0.01% 688
2020
Q3 		$53K Sell
10,695
-139
-1% -$691 0.02% 272
2020
Q2 		$52K Buy
+10,834
New +$52.4K 0.02% 265

Other funds holding IGD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
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
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return