SFC
IGD

Strategic Financial Concepts’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-22,280
Closed -$4K – 457
2024
Q2 		$4K Buy
+22,280
New +$115K ﹤0.01% 500

Other funds holding IGD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Strategic Financial Concepts's IGD Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q3 2024, closing a stake of 22,280 shares — an estimated $4K sold.

Strategic Financial Concepts first reported a position in IGD in Q2 2024 and held it in 1 quarter. The position peaked at $4K in Q2 2024. 91 funds tracked by Wall St. Rank hold IGD as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 22,280 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q3 2024, an estimated $4K.
  • Strategic Financial Concepts first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $4K in Q2 2024.
  • 91 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.