WealthShield Partners’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

WealthShield Partners’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 Q3	–	Sell	-21,804	Closed	-$112K	–	496
2023 Q2	$112K	Buy	21,804 +433	+2%	+$2.2K	0.02%	330
2023 Q1	$109K	Buy	+21,371	New	+$113K	0.02%	335
2022 Q4	–	Sell	-21,290	Closed	-$106K	–	300
2022 Q3	$106K	Buy	+21,290	New	+$116K	0.02%	286
2021 Q3	–	Sell	-6,114	Closed	-$36K	–	470
2021 Q2	$36K	Hold	6,114	–	–	0.01%	543
2021 Q1	$35K	Buy	+6,114	New	+$33.3K	0.01%	533

Other funds holding IGD

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

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

KIM

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

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

WealthShield Partners's IGD Position: Q3 2023 in Review

WealthShield Partners sold out of Voya Global Equity Dividend and Premium Opportunity Fund (IGD) in Q3 2023, closing a stake of 21,804 shares — an estimated $112K sold.

WealthShield Partners first reported a position in IGD in Q1 2021 and held it in 5 quarters. The position peaked at $112K in Q2 2023. 99 funds tracked by Wall St. Rank hold IGD as of Q3 2023.

WealthShield Partners reported no remaining Voya Global Equity Dividend and Premium Opportunity Fund position as of Q3 2023 after selling out during the quarter.
WealthShield Partners sold 21,804 Voya Global Equity Dividend and Premium Opportunity Fund shares in Q3 2023, an estimated $112K.
WealthShield Partners first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q1 2021 and held it in 5 quarters.
WealthShield Partners's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $112K in Q2 2023.
99 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q3 2023.

Based on WealthShield Partners's 13F filing for Q3 2023, filed 25 Oct 2023.