Cambridge Investment Research Advisors’s Swan Enhanced Dividend Income ETF SCLZ Stock Holding History

Cambridge Investment Research Advisors’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
2026 Q2	$1.03M	Hold	18,356	–	–	﹤0.01%	2289
2026 Q1	$949K	Sell	18,356 -3,090	-14%	-$166K	﹤0.01%	2217
2025 Q4	$1.17M	Buy	21,446 +120	+0.6%	+$6.55K	﹤0.01%	1975
2025 Q3	$1.16M	Buy	21,326 +11,410	+115%	+$611K	﹤0.01%	1937
2025 Q2	$524K	Buy	+9,916	New	+$514K	﹤0.01%	2511

Other funds holding SCLZ

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

KAS

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

Cambridge Investment Research Advisors's SCLZ Position: Q2 2026 in Review

Cambridge Investment Research Advisors held its Swan Enhanced Dividend Income ETF (SCLZ) position steady in Q2 2026 at 18,356 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2289.

Cambridge Investment Research Advisors first reported a position in SCLZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.17M in Q4 2025. 3 funds tracked by Wall St. Rank hold SCLZ as of Q2 2026.

Cambridge Investment Research Advisors held 18,356 shares of Swan Enhanced Dividend Income ETF worth $1.03M as of Q2 2026.
Cambridge Investment Research Advisors left its Swan Enhanced Dividend Income ETF share count unchanged in Q2 2026.
Swan Enhanced Dividend Income ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2289 holding.
Cambridge Investment Research Advisors first reported a position in Swan Enhanced Dividend Income ETF in Q2 2025 and has held it in 5 quarters since.
Cambridge Investment Research Advisors's Swan Enhanced Dividend Income ETF position peaked at $1.17M in Q4 2025.
3 funds tracked by Wall St. Rank held Swan Enhanced Dividend Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.