CWM
IDE

C2C Wealth Management’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

C2C 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
2026
Q2 		$363K Hold
26,232
– – 0.28% 62
2026
Q1 		$327K Buy
26,232
+7,000
+36% +$92.3K 0.28% 65
2025
Q4 		$237K Hold
19,232
– – 0.2% 79
2025
Q3 		$233K Hold
19,232
– – 0.2% 78
2025
Q2 		$225K Hold
19,232
– – 0.2% 76
2025
Q1 		$203K Hold
19,232
– – 0.19% 82
2024
Q4 		$195K Hold
19,232
– – 0.18% 82
2024
Q3 		$223K Buy
+19,232
New +$203K 0.21% 80
2024
Q2 		– Sell
-19,232
Closed -$202K – 83
2024
Q1 		$202K Hold
19,232
– – 0.2% 82
2023
Q4 		$193K Hold
19,232
– – 0.16% 103
2023
Q3 		$176K Hold
19,232
– – 0.03% 224
2023
Q2 		$189K Hold
19,232
– – 0.03% 236
2023
Q1 		$182K Hold
19,232
– – 0.03% 226
2022
Q4 		$187K Hold
19,232
– – 0.03% 164
2022
Q3 		$174K Hold
19,232
– – 0.03% 165
2022
Q2 		$189K Hold
19,232
– – 0.03% 178
2022
Q1 		$217K Hold
19,232
– – 0.04% 187
2021
Q4 		$232K Buy
+19,232
New +$233K 0.03% 194

Other funds holding IDE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

C2C Wealth Management's IDE Position: Q2 2026 in Review

C2C Wealth Management held its Voya Infrastructure, Industrials and Materials Fund (IDE) position steady in Q2 2026 at 26,232 shares worth $363K. The position accounts for 0.28% of the portfolio, ranked #62.

C2C Wealth Management first reported a position in IDE in Q4 2021 and has held it in 18 quarters since. 39 funds tracked by Wall St. Rank hold IDE as of Q2 2026.

  • C2C Wealth Management held 26,232 shares of Voya Infrastructure, Industrials and Materials Fund worth $363K as of Q2 2026.
  • C2C Wealth Management left its Voya Infrastructure, Industrials and Materials Fund share count unchanged in Q2 2026.
  • Voya Infrastructure, Industrials and Materials Fund made up 0.28% of C2C Wealth Management's portfolio in Q2 2026, its #62 holding.
  • C2C Wealth Management first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q4 2021 and has held it in 18 quarters since.
  • 39 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.