Core Wealth Advisors, Inc.
Position in IGD — Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND
CIK 1770532
LAKELAND, FL
Position in IGD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$363,475
+$159,547 QoQ
Shares Held
59,198
+65.5% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#25
of 97 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IGD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Core Wealth Advisors, Inc. holds $1,513,731 across 4 Asset Management names. IGD ranks #3 (24.0% of the industry book) .
All Filings in IGD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,475 | 59,198 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $203,928 | 35,777 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||