Jones Financial Companies
IDEQ

Jones Financial Companies’s Lazard International Dynamic Equity ETF IDEQ Stock Holding History

Jones Financial Companies’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 		$9.17M Buy
297,821
+122,432
+70% +$4M ﹤0.01% 855
2025
Q4 		$5.32M Buy
175,389
+119,874
+216% +$3.51M ﹤0.01% 624
2025
Q3 		$1.57M Buy
+55,515
New +$1.51M ﹤0.01% 950

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
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
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Jones Financial Companies's IDEQ Position: Q1 2026 in Review

Jones Financial Companies increased its Lazard International Dynamic Equity ETF (IDEQ) stake by 70% in Q1 2026, buying an estimated $4M and bringing the position to 297,821 shares worth $9.17M. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Jones Financial Companies first reported a position in IDEQ in Q3 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold IDEQ as of Q1 2026.

  • Jones Financial Companies held 297,821 shares of Lazard International Dynamic Equity ETF worth $9.17M as of Q1 2026.
  • Jones Financial Companies bought 122,432 Lazard International Dynamic Equity ETF shares in Q1 2026, an estimated $4M.
  • Lazard International Dynamic Equity ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #855 holding.
  • Jones Financial Companies first reported a position in Lazard International Dynamic Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.