BRWA
IDE

B. Riley Wealth Advisors’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

B. Riley Wealth Advisors’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
-16,040
Closed -$180K – 1208
2024
Q3 		$180K Sell
16,040
-1,039
-6% -$11K 0.01% 1155
2024
Q2 		$175K Sell
17,079
-5,150
-23% -$52.9K ﹤0.01% 1261
2024
Q1 		$210K Buy
22,229
+2,110
+10% +$21.3K 0.01% 1249
2023
Q4 		$209K Sell
20,119
-2,110
-9% -$20K 0.01% 1237
2023
Q3 		$210K Sell
22,229
-1,069
-5% -$10.5K 0.01% 1249
2023
Q2 		$230K Sell
23,298
-1,700
-7% -$16.3K 0.01% 1276
2023
Q1 		$241K Sell
24,998
-1,393
-5% -$13.5K 0.01% 1192
2022
Q4 		$248K Buy
26,391
+2,087
+9% +$19.3K 0.01% 1142
2022
Q3 		$215K Buy
+24,304
New +$239K 0.01% 1189
2019
Q1 		– Sell
-25,908
Closed -$287K – 761
2018
Q4 		$287K Sell
25,908
-1,729
-6% -$22.4K 0.04% 456
2018
Q3 		$435K Buy
27,637
+20
+0.1% +$302 0.05% 382
2018
Q2 		$430K Sell
27,617
-3,981
-13% -$60.9K 0.06% 365
2018
Q1 		$480K Sell
31,598
-2,947
-9% -$47.4K 0.07% 321
2017
Q4 		$583K Sell
34,545
-44,972
-57% -$729K 0.08% 278
2017
Q3 		$1.28M Buy
79,517
+39,747
+100% +$613K 0.21% 120
2017
Q2 		$622K Buy
+39,770
New +$597K 0.11% 214

Other funds holding IDE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
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
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

B. Riley Wealth Advisors's IDE Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Voya Infrastructure, Industrials and Materials Fund (IDE) in Q4 2024, closing a stake of 16,040 shares — an estimated $180K sold.

B. Riley Wealth Advisors first reported a position in IDE in Q2 2017 and held it in 16 quarters. The position peaked at $1.28M in Q3 2017. 35 funds tracked by Wall St. Rank hold IDE as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Voya Infrastructure, Industrials and Materials Fund position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 16,040 Voya Infrastructure, Industrials and Materials Fund shares in Q4 2024, an estimated $180K.
  • B. Riley Wealth Advisors first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q2 2017 and held it in 16 quarters.
  • B. Riley Wealth Advisors's Voya Infrastructure, Industrials and Materials Fund position peaked at $1.28M in Q3 2017.
  • 35 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.