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Lazard Active Etf Tr shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Lazard Active Etf Tr (IDEQ) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Lazard Active Etf Tr

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All positions including Lazard Active Etf Tr held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lazard Active Etf Tr by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 42k 31.75

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)

View all positions for Pensionmark Financial Group

Top funds holding Lazard Active Etf Tr

LPL Financial
Bank of New York Mellon
Pinnacle Wealth Management
Denver Wealth Management
Commonwealth Equity Services
Meridian Financial Partners
Prosperity Bancshares
Independent Advisor Alliance
Western Wealth Management
Jones Financial Companies, L.L
Members Advisory Group
Provident Wealth Management
Sigma Planning
Branch Banking & Trust Company
Sentinel Pension Advisors

View all funds holding Lazard Active Etf Tr