Atria Wealth Solutions’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

Atria Wealth Solutions’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
2024 Q4	–	Sell	-31,850	Closed	-$362K	–	2034
2024 Q3	$362K	Sell	31,850 -2,500	-7%	-$26.4K	﹤0.01%	1398
2024 Q2	$351K	Sell	34,350 -600	-2%	-$6.17K	﹤0.01%	1420
2024 Q1	$368K	Buy	34,950 +1,250	+4%	+$12.6K	﹤0.01%	1414
2023 Q4	$350K	Buy	33,700 +200	+0.6%	+$1.89K	﹤0.01%	1394
2023 Q3	$316K	Sell	33,500 -900	-3%	-$8.81K	﹤0.01%	1390
2023 Q2	$340K	Sell	34,400 -200	-0.6%	-$1.92K	﹤0.01%	1360
2023 Q1	$334K	Buy	34,600 +7,900	+30%	+$76.6K	﹤0.01%	1354
2022 Q4	$250K	Hold	26,700	–	–	﹤0.01%	1467
2022 Q3	$236K	Buy	26,700 +5,925	+29%	+$58.2K	﹤0.01%	1456
2022 Q2	$203K	Sell	20,775 -11,366	-35%	-$119K	﹤0.01%	1457
2022 Q1	$374K	Buy	+32,141	New	+$363K	0.01%	1208

Other funds holding IDE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

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

KIM

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

Atria Wealth Solutions's IDE Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Voya Infrastructure, Industrials and Materials Fund (IDE) in Q4 2024, closing a stake of 31,850 shares — an estimated $362K sold.

Atria Wealth Solutions first reported a position in IDE in Q1 2022 and held it in 11 quarters. The position peaked at $374K in Q1 2022. 35 funds tracked by Wall St. Rank hold IDE as of Q4 2024.

Atria Wealth Solutions reported no remaining Voya Infrastructure, Industrials and Materials Fund position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 31,850 Voya Infrastructure, Industrials and Materials Fund shares in Q4 2024, an estimated $362K.
Atria Wealth Solutions first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q1 2022 and held it in 11 quarters.
Atria Wealth Solutions's Voya Infrastructure, Industrials and Materials Fund position peaked at $374K in Q1 2022.
35 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.