Prevail Innovative Wealth Advisors’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Prevail Innovative Wealth Advisors’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 Q3	–	Sell	-216,394	Closed	-$1.11M	–	184
2024 Q2	$1.11M	Buy	216,394 +24,634	+13%	+$127K	0.39%	88
2024 Q1	$1.02M	Buy	191,760 +36,366	+23%	+$186K	0.38%	91
2023 Q4	$772K	Buy	155,394 +51,690	+50%	+$251K	0.37%	79
2023 Q3	$508K	Buy	103,704 +40,760	+65%	+$207K	0.26%	82
2023 Q2	$324K	Buy	+62,944	New	+$320K	0.18%	78

Other funds holding IGD

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 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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Prevail Innovative Wealth Advisors's IGD Position: Q3 2024 in Review

Prevail Innovative Wealth Advisors sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q3 2024, closing a stake of 216,394 shares — an estimated $1.11M sold.

Prevail Innovative Wealth Advisors first reported a position in IGD in Q2 2023 and held it in 5 quarters. The position peaked at $1.11M in Q2 2024. 91 funds tracked by Wall St. Rank hold IGD as of Q3 2024.

Prevail Innovative Wealth Advisors reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q3 2024 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 216,394 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q3 2024, an estimated $1.11M.
Prevail Innovative Wealth Advisors first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q2 2023 and held it in 5 quarters.
Prevail Innovative Wealth Advisors's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $1.11M in Q2 2024.
91 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q3 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.