Waverly Advisors
IGD icon

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

Waverly 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
2026
Q2 		$130K Hold
21,200
– – ﹤0.01% 1664
2026
Q1 		$121K Buy
+21,200
New +$123K ﹤0.01% 1524

Other funds holding IGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Waverly Advisors's IGD Position: Q2 2026 in Review

Waverly Advisors held its Voya Global Equity Dividend and Premium Opportunity Fund (IGD) position steady in Q2 2026 at 21,200 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

Waverly Advisors first reported a position in IGD in Q1 2026 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold IGD as of Q2 2026.

  • Waverly Advisors held 21,200 shares of Voya Global Equity Dividend and Premium Opportunity Fund worth $130K as of Q2 2026.
  • Waverly Advisors left its Voya Global Equity Dividend and Premium Opportunity Fund share count unchanged in Q2 2026.
  • Voya Global Equity Dividend and Premium Opportunity Fund made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1664 holding.
  • Waverly Advisors first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q1 2026 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.