EFG
SCLZ icon

Ethos Financial Group’s Swan Enhanced Dividend Income ETF SCLZ Stock Holding History

Ethos Financial Group’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 		$1.39M Buy
+25,782
New +$1.42M 0.09% 188

Other funds holding SCLZ

Cambridge Investment Research Advisors
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

Ethos Financial Group's SCLZ Position: Q2 2026 in Review

Ethos Financial Group opened a new position in Swan Enhanced Dividend Income ETF (SCLZ) in Q2 2026: 25,782 shares worth $1.39M. The stake represents 0.09% of the portfolio and ranks #188 among its holdings.

3 funds tracked by Wall St. Rank hold SCLZ as of Q2 2026.

  • Ethos Financial Group held 25,782 shares of Swan Enhanced Dividend Income ETF worth $1.39M as of Q2 2026.
  • Swan Enhanced Dividend Income ETF was a new Ethos Financial Group position in Q2 2026.
  • Swan Enhanced Dividend Income ETF made up 0.09% of Ethos Financial Group's portfolio in Q2 2026, its #188 holding.
  • 3 funds tracked by Wall St. Rank held Swan Enhanced Dividend Income ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.