Jones Financial Companies
IDE

Jones Financial Companies’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

Jones Financial Companies’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
Q1 		– Sell
-200
Closed -$2.46K – 4825
2025
Q4 		$2.46K Buy
+200
New +$2.4K ﹤0.01% 3765

Other funds holding IDE

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ZCP
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Jones Financial Companies's IDE Position: Q1 2026 in Review

Jones Financial Companies sold out of Voya Infrastructure, Industrials and Materials Fund (IDE) in Q1 2026, closing a stake of 200 shares — an estimated $2.46K sold.

Jones Financial Companies first reported a position in IDE in Q4 2025 and held it in 1 quarter. The position peaked at $2.46K in Q4 2025. 40 funds tracked by Wall St. Rank hold IDE as of Q1 2026.

  • Jones Financial Companies reported no remaining Voya Infrastructure, Industrials and Materials Fund position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 200 Voya Infrastructure, Industrials and Materials Fund shares in Q1 2026, an estimated $2.46K.
  • Jones Financial Companies first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q4 2025 and held it in 1 quarter.
  • Jones Financial Companies's Voya Infrastructure, Industrials and Materials Fund position peaked at $2.46K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.