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
Q2 		$15.9M Buy
458,737
+160,916
+54% +$5.55M 0.01% 751
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 $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
DWM
Denver Wealth Management Denver, Colorado $349M AUM 24.65% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
NS
Northland Securities Minneapolis, Minnesota $172M AUM

Jones Financial Companies's IDEQ Position: Q2 2026 in Review

Jones Financial Companies increased its Lazard International Dynamic Equity ETF (IDEQ) stake by 54% in Q2 2026, buying an estimated $5.55M and bringing the position to 458,737 shares worth $15.9M. The position accounts for 0.01% of the portfolio, ranked #751.

Jones Financial Companies first reported a position in IDEQ in Q3 2025 and has held it in 4 quarters since. 94 funds tracked by Wall St. Rank hold IDEQ as of Q2 2026.

  • Jones Financial Companies held 458,737 shares of Lazard International Dynamic Equity ETF worth $15.9M as of Q2 2026.
  • Jones Financial Companies bought 160,916 Lazard International Dynamic Equity ETF shares in Q2 2026, an estimated $5.55M.
  • Lazard International Dynamic Equity ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #751 holding.
  • Jones Financial Companies first reported a position in Lazard International Dynamic Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 94 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.