Cetera Investment Advisers’s Swan Enhanced Dividend Income ETF SCLZ Stock Holding History

Cetera Investment Advisers’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 Q1	–	Sell	-4,380	Closed	-$240K	–	4994
2025 Q4	$240K	Sell	4,380 -2,775	-39%	-$151K	﹤0.01%	4102
2025 Q3	$389K	Buy	+7,155	New	+$383K	﹤0.01%	3595

Other funds holding SCLZ

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

SGI

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

CFA

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

Jane Street New York $777B AUM 61.18% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers's SCLZ Position: Q1 2026 in Review

Cetera Investment Advisers sold out of Swan Enhanced Dividend Income ETF (SCLZ) in Q1 2026, closing a stake of 4,380 shares — an estimated $240K sold.

Cetera Investment Advisers first reported a position in SCLZ in Q3 2025 and held it in 2 quarters. The position peaked at $389K in Q3 2025. 8 funds tracked by Wall St. Rank hold SCLZ as of Q1 2026.

Cetera Investment Advisers reported no remaining Swan Enhanced Dividend Income ETF position as of Q1 2026 after selling out during the quarter.
Cetera Investment Advisers sold 4,380 Swan Enhanced Dividend Income ETF shares in Q1 2026, an estimated $240K.
Cetera Investment Advisers first reported a position in Swan Enhanced Dividend Income ETF in Q3 2025 and held it in 2 quarters.
Cetera Investment Advisers's Swan Enhanced Dividend Income ETF position peaked at $389K in Q3 2025.
8 funds tracked by Wall St. Rank held Swan Enhanced Dividend Income ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.