Simplicity Solutions’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Simplicity Solutions’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
2023 Q1	–	Sell	-11,538	Closed	-$62.4K	–	1188
2022 Q4	$62.4K	Hold	11,538	–	–	0.01%	649
2022 Q3	$58K	Hold	11,538	–	–	0.01%	622
2022 Q2	$63K	Hold	11,538	–	–	0.01%	611
2022 Q1	$68K	Buy	+11,538	New	+$68.4K	0.01%	616
2021 Q3	–	Sell	-12,657	Closed	-$75K	–	600
2021 Q2	$75K	Buy	12,657 +445	+4%	+$2.63K	0.01%	507
2021 Q1	$70K	Buy	+12,212	New	+$66.4K	0.02%	476

Other funds holding IGD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

Simplicity Solutions's IGD Position: Q1 2023 in Review

Simplicity Solutions sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q1 2023, closing a stake of 11,538 shares — an estimated $62.4K sold.

Simplicity Solutions first reported a position in IGD in Q1 2021 and held it in 6 quarters. The position peaked at $75K in Q2 2021. 98 funds tracked by Wall St. Rank hold IGD as of Q1 2023.

Simplicity Solutions reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q1 2023 after selling out during the quarter.
Simplicity Solutions sold 11,538 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q1 2023, an estimated $62.4K.
Simplicity Solutions first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q1 2021 and held it in 6 quarters.
Simplicity Solutions's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $75K in Q2 2021.
98 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q1 2023.

Based on Simplicity Solutions's 13F filing for Q1 2023, filed 27 Apr 2023.