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

Summit 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 Q2	$268K	Buy	+7,641	New	+$263K	﹤0.01%	1382

Other funds holding IDEQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Summit Financial's IDEQ Position: Q2 2026 in Review

Summit Financial opened a new position in Lazard International Dynamic Equity ETF (IDEQ) in Q2 2026: 7,641 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #1382 among its holdings.

91 funds tracked by Wall St. Rank hold IDEQ as of Q2 2026.

Summit Financial held 7,641 shares of Lazard International Dynamic Equity ETF worth $268K as of Q2 2026.
Lazard International Dynamic Equity ETF was a new Summit Financial position in Q2 2026.
Lazard International Dynamic Equity ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1382 holding.
91 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.