Total Wealth Planning & Management’s Voya Asia Pacific High Dividend Equity Income Fund IAE Stock Holding History

Total Wealth Planning & Management’s Portfolio IAE Stock Details IAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$330K	Buy	46,913 +1,613	+4%	+$10.3K	0.27%	141
2025 Q1	$280K	Buy	45,300 +31,969	+240%	+$198K	0.27%	140
2024 Q4	$80.8K	Buy	+13,331	New	+$85K	0.07%	189

Other funds holding IAE

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

AIA

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Quarry LP New York $558M AUM 23.92% 1-Year Est. Return

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

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

Total Wealth Planning & Management's IAE Position: Q2 2025 in Review

Total Wealth Planning & Management increased its Voya Asia Pacific High Dividend Equity Income Fund (IAE) stake by 3.6% in Q2 2025, buying an estimated $10.3K and bringing the position to 46,913 shares worth $330K. The position accounts for 0.27% of the portfolio, ranked #141.

Total Wealth Planning & Management first reported a position in IAE in Q4 2024 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold IAE as of Q2 2025.

Total Wealth Planning & Management held 46,913 shares of Voya Asia Pacific High Dividend Equity Income Fund worth $330K as of Q2 2025.
Total Wealth Planning & Management bought 1,613 Voya Asia Pacific High Dividend Equity Income Fund shares in Q2 2025, an estimated $10.3K.
Voya Asia Pacific High Dividend Equity Income Fund made up 0.27% of Total Wealth Planning & Management's portfolio in Q2 2025, its #141 holding.
Total Wealth Planning & Management first reported a position in Voya Asia Pacific High Dividend Equity Income Fund in Q4 2024 and has held it in 3 quarters since.
26 funds tracked by Wall St. Rank held Voya Asia Pacific High Dividend Equity Income Fund as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.