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Lazard Global Total Return & Income Fund shares owned by Adapt Wealth Advisors

Quarter-by-quarter ownership of Lazard Global Total Return & Income Fund (LGI) shares owned by Adapt Wealth Advisors from 13F filings

Historical chart of Adapt Wealth Advisors investment in Lazard Global Total Return & Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Lazard Global Total Return & Income Fund held by Adapt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lazard Global Total Return & Income Fund by Adapt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $627k 36k 17.30

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Victory Portfolios Ii Shares Free Cash (VFLO)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
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Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Global X Fds Us Infr Dev Etf (PAVE)
Global X Fds Artificial Etf (AIQ)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Vaneck Etf Trust Semiconductr Etf (SMH)
NVIDIA Corporation (NVDA)
Tcw Etf Trust Transform System (PWRD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

View all positions for Adapt Wealth Advisors

Top funds holding Lazard Global Total Return & Income Fund

Morgan Stanley
Wells Fargo & Company
Raymond James Financial
LPL Financial
Guggenheim Capital, LLC Managers
Stifel Financial
Royal Bank of Canada
Advisor Group Holdings
UBS Group
Benjamin Edwards
Steward Partners Investment Advisory
Adapt Wealth Advisors
Strategic Advocates
Mezzasalma Advisors
Flagship Harbor Advisors

View all funds holding Lazard Global Total Return & Income Fund