United Advisor Group’s Lazard International Dynamic Equity ETF IDEQ Stock Holding History

United Advisor Group’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	$269K	Buy	+8,479	New	+$277K	0.03%	416

Other funds holding IDEQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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 $291M AUM 17.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MFP

Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return

Prosperity Bancshares Houston, Texas $125M AUM

IAA

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

United Advisor Group's IDEQ Position: Q1 2026 in Review

United Advisor Group opened a new position in Lazard International Dynamic Equity ETF (IDEQ) in Q1 2026: 8,479 shares worth $269K. The stake represents 0.03% of the portfolio and ranks #416 among its holdings.

58 funds tracked by Wall St. Rank hold IDEQ as of Q1 2026.

United Advisor Group held 8,479 shares of Lazard International Dynamic Equity ETF worth $269K as of Q1 2026.
Lazard International Dynamic Equity ETF was a new United Advisor Group position in Q1 2026.
Lazard International Dynamic Equity ETF made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #416 holding.
58 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.