Omni 360 Wealth
IDEQ icon

Omni 360 Wealth’s Lazard International Dynamic Equity ETF IDEQ Stock Holding History

Omni 360 Wealth’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 		$383K Buy
10,938
+1,815
+20% +$64.1K 0.17% 101
2026
Q2 		$320K Buy
+9,123
New +$314K 0.15% 109

Other funds holding IDEQ

Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Alliance Wealth Advisors (Pennsylvania)
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
Baker Tilly Wealth Management
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
Future Financial Wealth Management
Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return
Coastline Trust
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
BIMC
Benson Investment Management Company Roanoke, Virginia $17.8M AUM 14.07% 1-Year Est. Return
Embree Financial Group
Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

Omni 360 Wealth's IDEQ Position: Q3 2026 in Review

Omni 360 Wealth increased its Lazard International Dynamic Equity ETF (IDEQ) stake by 20% in Q3 2026, buying an estimated $64.1K and bringing the position to 10,938 shares worth $383K. The position accounts for 0.17% of the portfolio, ranked #101.

Omni 360 Wealth first reported a position in IDEQ in Q2 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold IDEQ as of Q3 2026.

  • Omni 360 Wealth held 10,938 shares of Lazard International Dynamic Equity ETF worth $383K as of Q3 2026.
  • Omni 360 Wealth bought 1,815 Lazard International Dynamic Equity ETF shares in Q3 2026, an estimated $64.1K.
  • Lazard International Dynamic Equity ETF made up 0.17% of Omni 360 Wealth's portfolio in Q3 2026, its #101 holding.
  • Omni 360 Wealth first reported a position in Lazard International Dynamic Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q3 2026.

Based on Omni 360 Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.