Commonwealth Equity Services
IDEQ

Commonwealth Equity Services’s Lazard International Dynamic Equity ETF IDEQ Stock Holding History

Commonwealth Equity Services’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
Q1 		$8.61M Buy
271,089
+249,673
+1,166% +$8.16M 0.01% 974
2025
Q4 		$650K Buy
+21,416
New +$627K ﹤0.01% 2950

Other funds holding IDEQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $148M AUM 38.41% 1-Year Est. Return
DWM
Denver Wealth Management Denver, Colorado $291M AUM 17.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MFP
Meridian Financial Partners Warrenton, Virginia $263M AUM 22.02% 1-Year Est. Return
PB
Prosperity Bancshares Houston, Texas $125M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Commonwealth Equity Services's IDEQ Position: Q1 2026 in Review

Commonwealth Equity Services increased its Lazard International Dynamic Equity ETF (IDEQ) stake by 1,166% in Q1 2026, buying an estimated $8.16M and bringing the position to 271,089 shares worth $8.61M. The position accounts for 0.01% of the portfolio, ranked #974.

Commonwealth Equity Services first reported a position in IDEQ in Q4 2025 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold IDEQ as of Q1 2026.

  • Commonwealth Equity Services held 271,089 shares of Lazard International Dynamic Equity ETF worth $8.61M as of Q1 2026.
  • Commonwealth Equity Services bought 249,673 Lazard International Dynamic Equity ETF shares in Q1 2026, an estimated $8.16M.
  • Lazard International Dynamic Equity ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #974 holding.
  • Commonwealth Equity Services first reported a position in Lazard International Dynamic Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.