SAG
IDE

SageView Advisory Group’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

SageView Advisory Group’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
-1,023
Closed -$12.6K – 1427
2025
Q4 		$12.6K Buy
+1,023
New +$12.3K ﹤0.01% 1626
2024
Q2 		– Sell
-20,937
Closed -$5.84M – 613
2024
Q1 		$5.84M Buy
+20,937
New +$211K 0.3% 46

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

SageView Advisory Group's IDE Position: Q1 2026 in Review

SageView Advisory Group sold out of Voya Infrastructure, Industrials and Materials Fund (IDE) in Q1 2026, closing a stake of 1,023 shares — an estimated $12.6K sold.

SageView Advisory Group first reported a position in IDE in Q1 2024 and held it in 2 quarters. The position peaked at $5.84M in Q1 2024. 40 funds tracked by Wall St. Rank hold IDE as of Q1 2026.

  • SageView Advisory Group reported no remaining Voya Infrastructure, Industrials and Materials Fund position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,023 Voya Infrastructure, Industrials and Materials Fund shares in Q1 2026, an estimated $12.6K.
  • SageView Advisory Group first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Voya Infrastructure, Industrials and Materials Fund position peaked at $5.84M in Q1 2024.
  • 40 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.