TWA
IGD

TCI Wealth Advisors’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

TCI Wealth Advisors’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
-539
Closed -$2.75K – 1147
2023
Q1 		$2.75K Hold
539
– – ﹤0.01% 1890
2022
Q4 		$2.92K Hold
539
– – ﹤0.01% 1873
2022
Q3 		$3K Buy
+539
New +$2.93K ﹤0.01% 1778

Other funds holding IGD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TCI Wealth Advisors's IGD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q2 2023, closing a stake of 539 shares — an estimated $2.75K sold.

TCI Wealth Advisors first reported a position in IGD in Q3 2022 and held it in 3 quarters. The position peaked at $3K in Q3 2022. 91 funds tracked by Wall St. Rank hold IGD as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 539 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q2 2023, an estimated $2.75K.
  • TCI Wealth Advisors first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q3 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $3K in Q3 2022.
  • 91 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.