TPWA
SYZ

TRUE Private Wealth Advisors’s Lazard US Systematic Small Cap Equity ETF SYZ Stock Holding History

TRUE Private Wealth Advisors’s Portfolio SYZ Stock Details SYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-68,827
Closed -$1.74M – 294
2025
Q4 		$1.74M Sell
68,827
-30,811
-31% -$765K 0.17% 81
2025
Q3 		$2.49M Buy
+99,638
New +$2.5M 0.25% 64

Other funds holding SYZ

EC
EdgeRock Capital Denver, Colorado $370M AUM 17.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return