WR Wealth Planners’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History

WR Wealth Planners’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 Q4	$1.46K	Hold	270	–	–	﹤0.01%	892
2024 Q3	$1.52K	Hold	270	–	–	﹤0.01%	933
2024 Q2	$1.39K	Hold	270	–	–	﹤0.01%	933
2024 Q1	$1.43K	Buy	+270	New	+$1.38K	﹤0.01%	924
2023 Q4	–	Sell	-270	Closed	-$1.32K	–	503
2023 Q3	$1.32K	Hold	270	–	–	﹤0.01%	819
2023 Q2	$1.39K	Sell	270 -30	-10%	-$153	﹤0.01%	810
2023 Q1	$1.53K	Hold	300	–	–	﹤0.01%	804
2022 Q4	$1.62K	Hold	300	–	–	﹤0.01%	404
2022 Q3	$1.5K	Hold	300	–	–	﹤0.01%	402
2022 Q2	$1.65K	Buy	+300	New	+$1.7K	﹤0.01%	430

Other funds holding IGD

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 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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WR Wealth Planners's IGD Position: Q4 2024 in Review

WR Wealth Planners held its Voya Global Equity Dividend and Premium Opportunity Fund (IGD) position steady in Q4 2024 at 270 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

WR Wealth Planners first reported a position in IGD in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.65K in Q2 2022. 90 funds tracked by Wall St. Rank hold IGD as of Q4 2024.

WR Wealth Planners held 270 shares of Voya Global Equity Dividend and Premium Opportunity Fund worth $1.46K as of Q4 2024.
WR Wealth Planners left its Voya Global Equity Dividend and Premium Opportunity Fund share count unchanged in Q4 2024.
Voya Global Equity Dividend and Premium Opportunity Fund made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #892 holding.
WR Wealth Planners first reported a position in Voya Global Equity Dividend and Premium Opportunity Fund in Q2 2022 and has held it in 10 quarters since.
WR Wealth Planners's Voya Global Equity Dividend and Premium Opportunity Fund position peaked at $1.65K in Q2 2022.
90 funds tracked by Wall St. Rank held Voya Global Equity Dividend and Premium Opportunity Fund as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.