Steward Partners Investment Advisory
IDEQ icon

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
Q2 		$2.98M Buy
84,974
+37,681
+80% +$1.3M 0.02% 755
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
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
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 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 $317M AUM 16.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Steward Partners Investment Advisory's IDEQ Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Lazard International Dynamic Equity ETF (IDEQ) stake by 80% in Q2 2026, buying an estimated $1.3M and bringing the position to 84,974 shares worth $2.98M. The position accounts for 0.02% of the portfolio, ranked #755.

Steward Partners Investment Advisory 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.

  • Steward Partners Investment Advisory held 84,974 shares of Lazard International Dynamic Equity ETF worth $2.98M as of Q2 2026.
  • Steward Partners Investment Advisory bought 37,681 Lazard International Dynamic Equity ETF shares in Q2 2026, an estimated $1.3M.
  • Lazard International Dynamic Equity ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #755 holding.
  • Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.