EWM
IDEQ

Endowment Wealth Management’s Lazard International Dynamic Equity ETF IDEQ Stock Holding History

Endowment Wealth Management’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 		$3.35M Buy
105,631
+2,559
+2% +$83.6K 1.48% 19
2025
Q4 		$3.13M Buy
+103,072
New +$3.02M 1.44% 21

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Endowment Wealth Management's IDEQ Position: Q1 2026 in Review

Endowment Wealth Management increased its Lazard International Dynamic Equity ETF (IDEQ) stake by 2.5% in Q1 2026, buying an estimated $83.6K and bringing the position to 105,631 shares worth $3.35M. The position accounts for 1.48% of the portfolio, ranked #19.

Endowment Wealth Management 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.

  • Endowment Wealth Management held 105,631 shares of Lazard International Dynamic Equity ETF worth $3.35M as of Q1 2026.
  • Endowment Wealth Management bought 2,559 Lazard International Dynamic Equity ETF shares in Q1 2026, an estimated $83.6K.
  • Lazard International Dynamic Equity ETF made up 1.48% of Endowment Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Endowment Wealth Management 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 Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.