Adapt Wealth Advisors’s Lazard International Dynamic Equity ETF IDEQ Stock Holding History

Adapt Wealth Advisors’s Portfolio IDEQ Stock Details IDEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$18M	Buy	+513,813	New	+$18.1M	6.18%	5

Other funds holding IDEQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

Northland Securities Minneapolis, Minnesota $171M AUM 26.21% 1-Year Est. Return

Adapt Wealth Advisors's IDEQ Position: Q3 2026 in Review

Adapt Wealth Advisors opened a new position in Lazard International Dynamic Equity ETF (IDEQ) in Q3 2026: 513,813 shares worth $18M. The stake represents 6.18% of the portfolio and ranks #5 among its holdings.

81 funds tracked by Wall St. Rank hold IDEQ as of Q3 2026.

Adapt Wealth Advisors held 513,813 shares of Lazard International Dynamic Equity ETF worth $18M as of Q3 2026.
Lazard International Dynamic Equity ETF was a new Adapt Wealth Advisors position in Q3 2026.
Lazard International Dynamic Equity ETF made up 6.18% of Adapt Wealth Advisors's portfolio in Q3 2026, its #5 holding.
81 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q3 2026.

Based on Adapt Wealth Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.