SOS
IGD

Silver Oak Securities’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Silver Oak Securities’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 		$67.3K Sell
11,806
-21
-0.2% -$122 ﹤0.01% 769
2025
Q4 		$68.5K Buy
11,827
+21
+0.2% +$122 ﹤0.01% 791
2025
Q3 		$70K Hold
11,806
– – 0.01% 733
2025
Q2 		$68.5K Hold
11,806
– – 0.01% 673
2025
Q1 		$67.8K Hold
11,806
– – 0.01% 625
2024
Q4 		$63.5K Buy
11,806
+200
+2% +$1.1K 0.01% 614
2024
Q3 		$65K Hold
11,606
– – 0.01% 523
2024
Q2 		$59.7K Hold
11,606
– – 0.01% 440
2024
Q1 		$61.5K Hold
11,606
– – 0.01% 438
2023
Q4 		$57.7K Buy
11,606
+1,526
+15% +$7.42K 0.01% 484
2023
Q3 		$49.4K Buy
+10,080
New +$51.2K 0.01% 377
2022
Q4 		– Sell
-10,080
Closed -$49.4K – 378
2022
Q3 		$49.4K Buy
+10,080
New +$54.8K 0.01% 377

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