SPIA
IDEQ

Steward Partners Investment Advisory’s Lazard International Dynamic Equity ETF IDEQ Stock Holding History

Steward Partners Investment Advisory’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 		$1.5M Buy
47,293
+15,935
+51% +$521K 0.01% 974
2025
Q4 		$952K Buy
31,358
+24,593
+364% +$720K 0.01% 1095
2025
Q3 		$192K Buy
+6,765
New +$184K ﹤0.01% 1889

Other funds holding IDEQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $161M AUM 27.7% 1-Year Est. Return
DWM
Denver Wealth Management Denver, Colorado $349M AUM 24.65% 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 $79.5B AUM 27.1% 1-Year Est. Return
MFP
Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 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

Steward Partners Investment Advisory's IDEQ Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Lazard International Dynamic Equity ETF (IDEQ) stake by 51% in Q1 2026, buying an estimated $521K and bringing the position to 47,293 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #974.

Steward Partners Investment Advisory 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.

  • Steward Partners Investment Advisory held 47,293 shares of Lazard International Dynamic Equity ETF worth $1.5M as of Q1 2026.
  • Steward Partners Investment Advisory bought 15,935 Lazard International Dynamic Equity ETF shares in Q1 2026, an estimated $521K.
  • Lazard International Dynamic Equity ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #974 holding.
  • Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.