Dynamic Advisor Solutions
IDEQ icon

Dynamic Advisor Solutions’s Lazard International Dynamic Equity ETF IDEQ Stock Holding History

Dynamic Advisor Solutions’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 		$2.21M Buy
63,148
+2,033
+3% +$71.8K 0.06% 300
2026
Q2 		$2.14M Buy
61,115
+10,125
+20% +$349K 0.06% 325
2026
Q1 		$1.62M Buy
+50,990
New +$1.67M 0.05% 359

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
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

Dynamic Advisor Solutions's IDEQ Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Lazard International Dynamic Equity ETF (IDEQ) stake by 3.3% in Q3 2026, buying an estimated $71.8K and bringing the position to 63,148 shares worth $2.21M. The position accounts for 0.06% of the portfolio, ranked #300.

Dynamic Advisor Solutions first reported a position in IDEQ in Q1 2026 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold IDEQ as of Q3 2026.

  • Dynamic Advisor Solutions held 63,148 shares of Lazard International Dynamic Equity ETF worth $2.21M as of Q3 2026.
  • Dynamic Advisor Solutions bought 2,033 Lazard International Dynamic Equity ETF shares in Q3 2026, an estimated $71.8K.
  • Lazard International Dynamic Equity ETF made up 0.06% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #300 holding.
  • Dynamic Advisor Solutions first reported a position in Lazard International Dynamic Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.