Avantax Advisory Services’s Swan Enhanced Dividend Income ETF SCLZ Stock Holding History

Avantax Advisory Services’s Portfolio SCLZ Stock Details SCLZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$361K	Buy	+6,830	New	+$354K	﹤0.01%	1781

Other funds holding SCLZ

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Avantax Advisory Services's SCLZ Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Swan Enhanced Dividend Income ETF (SCLZ) in Q2 2025: 6,830 shares worth $361K. The stake represents ﹤0.01% of the portfolio and ranks #1781 among its holdings.

11 funds tracked by Wall St. Rank hold SCLZ as of Q2 2025.

Avantax Advisory Services held 6,830 shares of Swan Enhanced Dividend Income ETF worth $361K as of Q2 2025.
Swan Enhanced Dividend Income ETF was a new Avantax Advisory Services position in Q2 2025.
Swan Enhanced Dividend Income ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1781 holding.
11 funds tracked by Wall St. Rank held Swan Enhanced Dividend Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.