Cyndeo Wealth Partners
IDE icon

Cyndeo Wealth Partners’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

Cyndeo Wealth Partners’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
Q3 		$248K Hold
20,323
– – 0.01% 497
2026
Q2 		$281K Hold
20,323
– – 0.01% 444
2026
Q1 		$254K Hold
20,323
– – 0.01% 437
2025
Q4 		$250K Sell
20,323
-270
-1% -$3.24K 0.01% 428
2025
Q3 		$250K Hold
20,593
– – 0.01% 425
2025
Q2 		$241K Hold
20,593
– – 0.01% 426
2025
Q1 		$218K Hold
20,593
– – 0.01% 426
2024
Q4 		$209K Hold
20,593
– – 0.01% 429
2024
Q3 		$234K Hold
20,593
– – 0.02% 413
2024
Q2 		$211K Hold
20,593
– – 0.02% 377
2024
Q1 		$217K Hold
20,593
– – 0.02% 363
2023
Q4 		$210K Hold
20,593
– – 0.02% 355
2023
Q3 		$194K Sell
20,593
-932
-4% -$9.12K 0.02% 330
2023
Q2 		$212K Hold
21,525
– – 0.02% 309
2023
Q1 		$208K Buy
21,525
+2,505
+13% +$24.3K 0.02% 305
2022
Q4 		$174K Buy
+19,020
New +$176K 0.02% 305

Other funds holding IDE

C2C Wealth Management
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NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
West Branch Capital
West Branch Capital Amherst, Massachusetts $442M AUM 32.59% 1-Year Est. Return
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Cyndeo Wealth Partners's IDE Position: Q3 2026 in Review

Cyndeo Wealth Partners held its Voya Infrastructure, Industrials and Materials Fund (IDE) position steady in Q3 2026 at 20,323 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #497.

Cyndeo Wealth Partners first reported a position in IDE in Q4 2022 and has held it in 16 quarters since. The position peaked at $281K in Q2 2026. 6 funds tracked by Wall St. Rank hold IDE as of Q3 2026.

  • Cyndeo Wealth Partners held 20,323 shares of Voya Infrastructure, Industrials and Materials Fund worth $248K as of Q3 2026.
  • Cyndeo Wealth Partners left its Voya Infrastructure, Industrials and Materials Fund share count unchanged in Q3 2026.
  • Voya Infrastructure, Industrials and Materials Fund made up 0.01% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #497 holding.
  • Cyndeo Wealth Partners first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q4 2022 and has held it in 16 quarters since.
  • Cyndeo Wealth Partners's Voya Infrastructure, Industrials and Materials Fund position peaked at $281K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.