SWM
IGD

SHP Wealth Management’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

SHP Wealth Management’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 		$3.28K Buy
575
+14
+2% +$81 ﹤0.01% 1162
2025
Q4 		$3.21K Buy
+561
New +$3.25K ﹤0.01% 1055

Other funds holding IGD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $7.59B AUM 23.38% 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 $31B AUM 28.39% 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

SHP Wealth Management's IGD Position: Q1 2026 in Review

SHP Wealth Management increased its Voya Global Equity Dividend and Premium Opportunity Fund (IGD) stake by 2.5% in Q1 2026, buying an estimated $81 and bringing the position to 575 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

SHP Wealth Management first reported a position in IGD in Q4 2025 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold IGD as of Q1 2026.

  • SHP Wealth Management held 575 shares of Voya Global Equity Dividend and Premium Opportunity Fund worth $3.28K as of Q1 2026.
  • SHP Wealth Management bought 14 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q1 2026, an estimated $81.
  • Voya Global Equity Dividend and Premium Opportunity Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1162 holding.
  • SHP Wealth Management first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q4 2025 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.