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

Endurance 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
2023
Q1 		– Sell
-283
Closed -$3K – 648
2022
Q4 		$3K Buy
+283
New +$2.61K ﹤0.01% 558

Other funds holding IDE

Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
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
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Guggenheim Capital
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Endurance Wealth Management's IDE Position: Q1 2023 in Review

Endurance Wealth Management sold out of Voya Infrastructure, Industrials and Materials Fund (IDE) in Q1 2023, closing a stake of 283 shares — an estimated $3K sold.

Endurance Wealth Management first reported a position in IDE in Q4 2022 and held it in 1 quarter. The position peaked at $3K in Q4 2022. 43 funds tracked by Wall St. Rank hold IDE as of Q1 2023.

  • Endurance Wealth Management reported no remaining Voya Infrastructure, Industrials and Materials Fund position as of Q1 2023 after selling out during the quarter.
  • Endurance Wealth Management sold 283 Voya Infrastructure, Industrials and Materials Fund shares in Q1 2023, an estimated $3K.
  • Endurance Wealth Management first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q4 2022 and held it in 1 quarter.
  • Endurance Wealth Management's Voya Infrastructure, Industrials and Materials Fund position peaked at $3K in Q4 2022.
  • 43 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q1 2023.

Based on Endurance Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.