Shaker Financial Services’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Shaker Financial 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 Q2	$125K	Sell	20,355 -76,597	-79%	-$465K	0.04%	145
2026 Q1	$553K	Sell	96,952 -207,532	-68%	-$1.21M	0.19%	107
2025 Q4	$1.76M	Buy	+304,484	New	+$1.76M	0.56%	72
2025 Q3	–	Sell	-28,987	Closed	-$168K	–	162
2025 Q2	$168K	Sell	28,987 -156,991	-84%	-$879K	0.06%	142
2025 Q1	$1.07M	Buy	185,978 +74,210	+66%	+$409K	0.42%	84
2024 Q4	$611K	Buy	111,768 +52,209	+88%	+$288K	0.23%	118
2024 Q3	$336K	Sell	59,559 -159,426	-73%	-$874K	0.13%	134
2024 Q2	$1.13M	Buy	218,985 +208,985	+2,090%	+$1.07M	0.46%	67
2024 Q1	$53K	Sell	10,000 -132,215	-93%	-$676K	0.02%	157
2023 Q4	$712K	Buy	142,215 +65,350	+85%	+$318K	0.29%	92
2023 Q3	$377K	Buy	76,865 +49,703	+183%	+$252K	0.18%	117
2023 Q2	$140K	Sell	27,162 -43,138	-61%	-$219K	0.06%	153
2023 Q1	$359K	Buy	+70,300	New	+$373K	0.16%	126
2022 Q3	–	Sell	-36,822	Closed	-$203K	–	165
2022 Q2	$203K	Sell	36,822 -15,991	-30%	-$90.4K	0.1%	118
2022 Q1	$309K	Sell	52,813 -3,950	-7%	-$23.4K	0.12%	127
2021 Q4	$352K	Buy	56,763 +38,763	+215%	+$233K	0.12%	133
2021 Q3	$106K	Sell	18,000 -11,678	-39%	-$70.7K	0.04%	138
2021 Q2	$177K	Buy	29,678 +12,178	+70%	+$72K	0.07%	149
2021 Q1	$100K	Sell	17,500 -100,361	-85%	-$546K	0.04%	163
2020 Q4	$615K	Buy	+117,861	New	+$594K	0.26%	110
2020 Q3	–	Sell	-202,672	Closed	-$979K	–	175
2020 Q2	$979K	Buy	+202,672	New	+$981K	0.54%	65
2020 Q1	–	Sell	-32,402	Closed	-$201K	–	176
2019 Q4	$201K	Sell	32,402 -376,245	-92%	-$2.3M	0.09%	131
2019 Q3	$2.45M	Buy	408,647 +224,581	+122%	+$1.44M	1.25%	23
2019 Q2	$1.2M	Buy	184,066 +157,066	+582%	+$1.02M	0.62%	50
2019 Q1	$175K	Sell	27,000 -125,378	-82%	-$801K	0.09%	116
2018 Q4	$893K	Sell	152,378 -126,843	-45%	-$828K	0.5%	56
2018 Q3	$2.04M	Buy	+279,221	New	+$2.07M	0.98%	32
2018 Q2	–	Sell	-310,999	Closed	-$2.27M	–	125
2018 Q1	$2.27M	Buy	310,999 +41,988	+16%	+$320K	1.1%	35
2017 Q4	$2.08M	Buy	+269,011	New	+$2.13M	0.99%	37
2017 Q1	–	Sell	-266,814	Closed	-$1.81M	–	122
2016 Q4	$1.81M	Buy	+266,814	New	+$1.86M	1.07%	38
2016 Q1	–	Sell	-280,397	Closed	-$1.96M	–	102
2015 Q4	$1.96M	Buy	+280,397	New	+$2.04M	1.36%	29
2015 Q3	–	Sell	-147,446	Closed	-$1.21M	–	114
2015 Q2	$1.21M	Sell	147,446 -132,769	-47%	-$1.12M	0.75%	48
2015 Q1	$2.33M	Sell	280,215 -49,139	-15%	-$408K	1.45%	24
2014 Q4	$2.74M	Buy	+329,354	New	+$2.93M	1.75%	15
2014 Q3	–	Sell	-72,984	Closed	-$708K	–	155
2014 Q2	$708K	Sell	72,984 -37,178	-34%	-$352K	0.43%	78
2014 Q1	$1.01M	Sell	110,162 -18,408	-14%	-$164K	0.67%	55
2013 Q4	$1.15M	Buy	128,570 +88,304	+219%	+$793K	0.8%	49
2013 Q3	$364K	Buy	+40,266	New	+$378K	0.27%	116

Other funds holding IGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Shaker Financial Services's IGD Position: Q2 2026 in Review

Shaker Financial Services reduced its Voya Global Equity Dividend and Premium Opportunity Fund (IGD) stake by 79% in Q2 2026, selling an estimated $465K and leaving 20,355 shares worth $125K. The position accounts for 0.04% of the portfolio, ranked #145.

Shaker Financial Services first reported a position in IGD in Q3 2013 and has held it in 38 quarters since. The position peaked at $2.74M in Q4 2014. 97 funds tracked by Wall St. Rank hold IGD as of Q2 2026.

Shaker Financial Services held 20,355 shares of Voya Global Equity Dividend and Premium Opportunity Fund worth $125K as of Q2 2026.
Shaker Financial Services sold 76,597 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q2 2026, an estimated $465K.
Voya Global Equity Dividend and Premium Opportunity Fund made up 0.04% of Shaker Financial Services's portfolio in Q2 2026, its #145 holding.
Shaker Financial Services first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q3 2013 and has held it in 38 quarters since.
Shaker Financial Services's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $2.74M in Q4 2014.
97 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.