Atomi Financial Group
IDE icon

Atomi Financial Group’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

Atomi Financial Group’s Portfolio IDE Stock Details IDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.02M Buy
83,508
+1,879
+2% +$24.6K 0.03% 480
2026
Q2 		$1.13M Sell
81,629
-554
-0.7% -$7.52K 0.03% 431
2026
Q1 		$1.03M Buy
82,183
+57,770
+237% +$762K 0.03% 433
2025
Q4 		$300K Buy
+24,413
New +$293K 0.01% 934

Other funds holding IDE

Z3 Capital Partners
Z3 Capital Partners Richmond, Virginia $482M AUM 40.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Live Oak Private Wealth
Live Oak Private Wealth Wilmington, North Carolina $827M AUM 17.32% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Alessandra Capital Management
Alessandra Capital Management Torrance, California $142M AUM 42.73% 1-Year Est. Return

Atomi Financial Group's IDE Position: Q3 2026 in Review

Atomi Financial Group increased its Voya Infrastructure, Industrials and Materials Fund (IDE) stake by 2.3% in Q3 2026, buying an estimated $24.6K and bringing the position to 83,508 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #480.

Atomi Financial Group first reported a position in IDE in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.13M in Q2 2026. 28 funds tracked by Wall St. Rank hold IDE as of Q3 2026.

  • Atomi Financial Group held 83,508 shares of Voya Infrastructure, Industrials and Materials Fund worth $1.02M as of Q3 2026.
  • Atomi Financial Group bought 1,879 Voya Infrastructure, Industrials and Materials Fund shares in Q3 2026, an estimated $24.6K.
  • Voya Infrastructure, Industrials and Materials Fund made up 0.03% of Atomi Financial Group's portfolio in Q3 2026, its #480 holding.
  • Atomi Financial Group first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q4 2025 and has held it in 4 quarters since.
  • Atomi Financial Group's Voya Infrastructure, Industrials and Materials Fund position peaked at $1.13M in Q2 2026.
  • 28 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q3 2026.

Based on Atomi Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.