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

TRUE Private Wealth Advisors's SYZ Position: Q1 2026 in Review

TRUE Private Wealth Advisors sold out of Lazard US Systematic Small Cap Equity ETF (SYZ) in Q1 2026, closing a stake of 68,827 shares — an estimated $1.74M sold.

TRUE Private Wealth Advisors first reported a position in SYZ in Q3 2025 and held it in 2 quarters. The position peaked at $2.49M in Q3 2025. 7 funds tracked by Wall St. Rank hold SYZ as of Q1 2026.

  • TRUE Private Wealth Advisors reported no remaining Lazard US Systematic Small Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 68,827 Lazard US Systematic Small Cap Equity ETF shares in Q1 2026, an estimated $1.74M.
  • TRUE Private Wealth Advisors first reported a position in Lazard US Systematic Small Cap Equity ETF in Q3 2025 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's Lazard US Systematic Small Cap Equity ETF position peaked at $2.49M in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Lazard US Systematic Small Cap Equity ETF as of Q1 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.