BRWM
IDE

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

B. Riley Wealth Management’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
2022
Q2 		$173K Buy
+17,728
New +$185K 0.02% 586

Other funds holding IDE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

B. Riley Wealth Management's IDE Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Voya Infrastructure, Industrials and Materials Fund (IDE) in Q2 2022: 17,728 shares worth $173K. The stake represents 0.02% of the portfolio and ranks #586 among its holdings.

43 funds tracked by Wall St. Rank hold IDE as of Q2 2022.

  • B. Riley Wealth Management held 17,728 shares of Voya Infrastructure, Industrials and Materials Fund worth $173K as of Q2 2022.
  • Voya Infrastructure, Industrials and Materials Fund was a new B. Riley Wealth Management position in Q2 2022.
  • Voya Infrastructure, Industrials and Materials Fund made up 0.02% of B. Riley Wealth Management's portfolio in Q2 2022, its #586 holding.
  • 43 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.