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Alliance Wealth Advisors (Pennsylvania)’s Lazard International Dynamic Equity ETF IDEQ Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$17.1M Buy
488,178
+32,794
+7% +$1.16M 5.4% 6
2026
Q2 		$16M Buy
+455,384
New +$15.7M 5.19% 6

Other funds holding IDEQ

TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
BIMC
Benson Investment Management Company Roanoke, Virginia $17.8M AUM 14.07% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
O3W
Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s IDEQ Position: Q3 2026 in Review

Alliance Wealth Advisors (Pennsylvania) increased its Lazard International Dynamic Equity ETF (IDEQ) stake by 7.2% in Q3 2026, buying an estimated $1.16M and bringing the position to 488,178 shares worth $17.1M. The position accounts for 5.4% of the portfolio, ranked #6.

Alliance Wealth Advisors (Pennsylvania) first reported a position in IDEQ in Q2 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold IDEQ as of Q3 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 488,178 shares of Lazard International Dynamic Equity ETF worth $17.1M as of Q3 2026.
  • Alliance Wealth Advisors (Pennsylvania) bought 32,794 Lazard International Dynamic Equity ETF shares in Q3 2026, an estimated $1.16M.
  • Lazard International Dynamic Equity ETF made up 5.4% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q3 2026, its #6 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Lazard International Dynamic Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q3 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q3 2026, filed 14 Oct 2026.