Blue Bell Private Wealth Management’s Voya Asia Pacific High Dividend Equity Income Fund IAE Stock Holding History

Blue Bell Private Wealth Management’s Portfolio IAE Stock Details IAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,396	Closed	-$17.4K	–	746
2025 Q4	$17.4K	Hold	2,396	–	–	﹤0.01%	505
2025 Q3	$18K	Sell	2,396 -200	-8%	-$1.43K	﹤0.01%	493
2025 Q2	$18.3K	Buy	2,596 +2,400	+1,224%	+$15.4K	﹤0.01%	479
2025 Q1	$1.21K	Hold	196	–	–	﹤0.01%	654
2024 Q4	$1.19K	Sell	196 -804	-80%	-$5.13K	﹤0.01%	615
2024 Q3	$6.85K	Buy	+1,000	New	+$6.39K	﹤0.01%	551

Other funds holding IAE

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

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

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

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

WAM

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

Blue Bell Private Wealth Management's IAE Position: Q1 2026 in Review

Blue Bell Private Wealth Management sold out of Voya Asia Pacific High Dividend Equity Income Fund (IAE) in Q1 2026, closing a stake of 2,396 shares — an estimated $17.4K sold.

Blue Bell Private Wealth Management first reported a position in IAE in Q3 2024 and held it in 6 quarters. The position peaked at $18.3K in Q2 2025. 26 funds tracked by Wall St. Rank hold IAE as of Q1 2026.

Blue Bell Private Wealth Management reported no remaining Voya Asia Pacific High Dividend Equity Income Fund position as of Q1 2026 after selling out during the quarter.
Blue Bell Private Wealth Management sold 2,396 Voya Asia Pacific High Dividend Equity Income Fund shares in Q1 2026, an estimated $17.4K.
Blue Bell Private Wealth Management first reported a position in Voya Asia Pacific High Dividend Equity Income Fund in Q3 2024 and held it in 6 quarters.
Blue Bell Private Wealth Management's Voya Asia Pacific High Dividend Equity Income Fund position peaked at $18.3K in Q2 2025.
26 funds tracked by Wall St. Rank held Voya Asia Pacific High Dividend Equity Income Fund as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.