CIA
IDEQ

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
Q2 		$14K Buy
+400
New +$13.8K ﹤0.01% 787

Other funds holding IDEQ

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
MFP
Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $471M AUM 23.36% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
BIMC
Benson Investment Management Company Roanoke, Virginia $18.8M AUM 23.67% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Cape Investment Advisory's IDEQ Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Lazard International Dynamic Equity ETF (IDEQ) in Q2 2026: 400 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #787 among its holdings.

27 funds tracked by Wall St. Rank hold IDEQ as of Q2 2026.

  • Cape Investment Advisory held 400 shares of Lazard International Dynamic Equity ETF worth $14K as of Q2 2026.
  • Lazard International Dynamic Equity ETF was a new Cape Investment Advisory position in Q2 2026.
  • Lazard International Dynamic Equity ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #787 holding.
  • 27 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.