SPIA
IDE

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
Q2 		– Sell
-1,137
Closed -$14.2K – 4766
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Steward Partners Investment Advisory's IDE Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Voya Infrastructure, Industrials and Materials Fund (IDE) in Q2 2026, closing a stake of 1,137 shares — an estimated $14.2K sold.

Steward Partners Investment Advisory first reported a position in IDE in Q4 2017 and held it in 32 quarters. The position peaked at $272K in Q3 2021. 39 funds tracked by Wall St. Rank hold IDE as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining Voya Infrastructure, Industrials and Materials Fund position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,137 Voya Infrastructure, Industrials and Materials Fund shares in Q2 2026, an estimated $14.2K.
  • Steward Partners Investment Advisory first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q4 2017 and held it in 32 quarters.
  • Steward Partners Investment Advisory's Voya Infrastructure, Industrials and Materials Fund position peaked at $272K in Q3 2021.
  • 39 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.