XF
IDEQ

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

XML 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 		$242K Buy
+6,913
New +$238K 0.02% 403

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
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
TF
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

XML Financial's IDEQ Position: Q2 2026 in Review

XML Financial opened a new position in Lazard International Dynamic Equity ETF (IDEQ) in Q2 2026: 6,913 shares worth $242K. The stake represents 0.02% of the portfolio and ranks #403 among its holdings.

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

  • XML Financial held 6,913 shares of Lazard International Dynamic Equity ETF worth $242K as of Q2 2026.
  • Lazard International Dynamic Equity ETF was a new XML Financial position in Q2 2026.
  • Lazard International Dynamic Equity ETF made up 0.02% of XML Financial's portfolio in Q2 2026, its #403 holding.
  • 91 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.