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

Sowell 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
2023 Q2	–	Sell	-22,630	Closed	-$115K	–	671
2023 Q1	$115K	Buy	+22,630	New	+$120K	0.01%	726
2021 Q2	–	Sell	-157	Closed	-$1K	–	1543
2021 Q1	$1K	Sell	157 -26	-14%	-$141	﹤0.01%	2954
2020 Q4	$1K	Buy	183 +21	+13%	+$106	﹤0.01%	2582
2020 Q3	$1K	Buy	162 +17	+12%	+$84	﹤0.01%	2378
2020 Q2	$1K	Hold	145	–	–	﹤0.01%	2317
2020 Q1	$1K	Buy	+145	New	+$825	﹤0.01%	2256

Other funds holding IGD

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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sowell Financial Services's IGD Position: Q2 2023 in Review

Sowell Financial Services sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q2 2023, closing a stake of 22,630 shares — an estimated $115K sold.

Sowell Financial Services first reported a position in IGD in Q1 2020 and held it in 6 quarters. The position peaked at $115K in Q1 2023. 91 funds tracked by Wall St. Rank hold IGD as of Q2 2023.

Sowell Financial Services reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q2 2023 after selling out during the quarter.
Sowell Financial Services sold 22,630 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q2 2023, an estimated $115K.
Sowell Financial Services first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q1 2020 and held it in 6 quarters.
Sowell Financial Services's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $115K in Q1 2023.
91 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.