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Cape Investment Advisory’s Lazard International Dynamic Equity ETF IDEQ Stock Holding History

Cape Investment Advisory’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 		$14K Hold
400
– – ﹤0.01% 802
2026
Q2 		$14K Buy
+400
New +$13.8K ﹤0.01% 787

Other funds holding IDEQ

TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 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

Cape Investment Advisory's IDEQ Position: Q3 2026 in Review

Cape Investment Advisory held its Lazard International Dynamic Equity ETF (IDEQ) position steady in Q3 2026 at 400 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Cape Investment Advisory first reported a position in IDEQ in Q2 2026 and has held it in 2 quarters since. The position peaked at $14K in Q2 2026. 10 funds tracked by Wall St. Rank hold IDEQ as of Q3 2026.

  • Cape Investment Advisory held 400 shares of Lazard International Dynamic Equity ETF worth $14K as of Q3 2026.
  • Cape Investment Advisory left its Lazard International Dynamic Equity ETF share count unchanged in Q3 2026.
  • Lazard International Dynamic Equity ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #802 holding.
  • Cape Investment Advisory first reported a position in Lazard International Dynamic Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • Cape Investment Advisory's Lazard International Dynamic Equity ETF position peaked at $14K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.