SWA
IGD

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

Sax 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
Q4 		– Sell
-20,974
Closed -$118K – 332
2024
Q3 		$118K Buy
+20,974
New +$115K 0.01% 284

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

Sax Wealth Advisors's IGD Position: Q4 2024 in Review

Sax Wealth Advisors sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q4 2024, closing a stake of 20,974 shares — an estimated $118K sold.

Sax Wealth Advisors first reported a position in IGD in Q3 2024 and held it in 1 quarter. The position peaked at $118K in Q3 2024. 90 funds tracked by Wall St. Rank hold IGD as of Q4 2024.

  • Sax Wealth Advisors reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q4 2024 after selling out during the quarter.
  • Sax Wealth Advisors sold 20,974 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q4 2024, an estimated $118K.
  • Sax Wealth Advisors first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q3 2024 and held it in 1 quarter.
  • Sax Wealth Advisors's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $118K 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 Sax Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.