Raymond James Financial

Raymond James Financial’s Lazard International Dynamic Equity ETF IDEQ Stock Holding History

Raymond James Financial’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	$21.1M	Buy	+663,484	New	+$21.7M	0.01%	1435

Other funds holding IDEQ

LPL Financial San Diego, California $376B 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

Pinnacle Wealth Management Roseville, California $148M AUM 38.41% 1-Year Est. Return

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

Meridian Financial Partners Warrenton, Virginia $263M AUM 22.02% 1-Year Est. Return

Prosperity Bancshares Houston, Texas $125M AUM

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Western Wealth Management Golden, Colorado $2.62B AUM 21.3% 1-Year Est. Return