Steward Partners Investment Advisory’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

Steward Partners Investment Advisory’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	$14.2K	Hold	1,137	–	–	﹤0.01%	3399
2025 Q4	$14K	Hold	1,137	–	–	﹤0.01%	3298
2025 Q3	$13.8K	Hold	1,137	–	–	﹤0.01%	3258
2025 Q2	$13.3K	Hold	1,137	–	–	﹤0.01%	3085
2025 Q1	$12K	Hold	1,137	–	–	﹤0.01%	3007
2024 Q4	$11.5K	Hold	1,137	–	–	﹤0.01%	3041
2024 Q3	$12.9K	Hold	1,137	–	–	﹤0.01%	2849
2024 Q2	$11.6K	Hold	1,137	–	–	﹤0.01%	2757
2024 Q1	$12K	Hold	1,137	–	–	﹤0.01%	2743
2023 Q4	$11.6K	Hold	1,137	–	–	﹤0.01%	2642
2023 Q3	$10.7K	Hold	1,137	–	–	﹤0.01%	2573
2023 Q2	$11.2K	Sell	1,137 -2,148	-65%	-$20.6K	﹤0.01%	2529
2023 Q1	$31.7K	Sell	3,285 -2,070	-39%	-$20.1K	﹤0.01%	2054
2022 Q4	$49.1K	Hold	5,355	–	–	﹤0.01%	1846
2022 Q3	$47K	Hold	5,355	–	–	﹤0.01%	1817
2022 Q2	$52K	Sell	5,355 -758	-12%	-$7.92K	﹤0.01%	1789
2022 Q1	$71K	Sell	6,113 -3,918	-39%	-$44.3K	﹤0.01%	1745
2021 Q4	$121K	Sell	10,031 -11,652	-54%	-$141K	﹤0.01%	1514
2021 Q3	$272K	Buy	21,683 +8,906	+70%	+$116K	﹤0.01%	1139
2021 Q2	$164K	Buy	12,777 +4,230	+49%	+$53.3K	﹤0.01%	1690
2021 Q1	$106K	Buy	8,547 +1,507	+21%	+$17.1K	﹤0.01%	1597
2020 Q4	$73K	Hold	7,040	–	–	﹤0.01%	1493
2020 Q3	$67K	Buy	7,040 +6,040	+604%	+$55.9K	﹤0.01%	1378
2020 Q2	$9K	Hold	1,000	–	–	﹤0.01%	2075
2020 Q1	$8K	Hold	1,000	–	–	﹤0.01%	1932
2019 Q4	$11K	Hold	1,000	–	–	﹤0.01%	1979
2019 Q3	$11K	Hold	1,000	–	–	﹤0.01%	1947
2019 Q2	$12K	Buy	+1,000	New	+$12.1K	﹤0.01%	1896
2018 Q4	–	Sell	-1,000	Closed	-$16K	–	1401
2018 Q3	$16K	Hold	1,000	–	–	﹤0.01%	1653
2018 Q2	$16K	Hold	1,000	–	–	﹤0.01%	1548
2018 Q1	$15K	Hold	1,000	–	–	﹤0.01%	1437
2017 Q4	$16K	Buy	+1,000	New	+$16.2K	﹤0.01%	1203

Other funds holding IDE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $395M AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Steward Partners Investment Advisory's IDE Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Voya Infrastructure, Industrials and Materials Fund (IDE) position steady in Q1 2026 at 1,137 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3399.

Steward Partners Investment Advisory first reported a position in IDE in Q4 2017 and has held it in 32 quarters since. The position peaked at $272K in Q3 2021. 40 funds tracked by Wall St. Rank hold IDE as of Q1 2026.

Steward Partners Investment Advisory held 1,137 shares of Voya Infrastructure, Industrials and Materials Fund worth $14.2K as of Q1 2026.
Steward Partners Investment Advisory left its Voya Infrastructure, Industrials and Materials Fund share count unchanged in Q1 2026.
Voya Infrastructure, Industrials and Materials Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3399 holding.
Steward Partners Investment Advisory first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q4 2017 and has held it in 32 quarters since.
Steward Partners Investment Advisory's Voya Infrastructure, Industrials and Materials Fund position peaked at $272K in Q3 2021.
40 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.