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
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 $1.66T AUM 25.57% 1-Year Est. Return
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
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $666B AUM 30.12% 1-Year Est. Return

SageView Advisory Group's IDE Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Voya Infrastructure, Industrials and Materials Fund (IDE) in Q4 2025: 1,023 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #1626 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in IDE as recently as Q1 2024.

SageView Advisory Group first reported a position in IDE in Q1 2024 and has held it in 2 quarters since. The position peaked at $5.84M in Q1 2024. 37 funds tracked by Wall St. Rank hold IDE as of Q4 2025.

  • SageView Advisory Group held 1,023 shares of Voya Infrastructure, Industrials and Materials Fund worth $12.6K as of Q4 2025.
  • Voya Infrastructure, Industrials and Materials Fund was a new SageView Advisory Group position in Q4 2025.
  • Voya Infrastructure, Industrials and Materials Fund made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1626 holding.
  • SageView Advisory Group first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q1 2024 and has held it in 2 quarters since.
  • SageView Advisory Group's Voya Infrastructure, Industrials and Materials Fund position peaked at $5.84M in Q1 2024.
  • 37 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.