Raymond James Financial
SCLZ icon

Raymond James Financial’s Swan Enhanced Dividend Income ETF SCLZ Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-47
Closed -$2.48K – 6861
2025
Q2 		$2.48K Buy
+47
New +$2.44K ﹤0.01% 6358

Other funds holding SCLZ

Carson Wealth (CWM LLC)
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial's SCLZ Position: Q3 2025 in Review

Raymond James Financial sold out of Swan Enhanced Dividend Income ETF (SCLZ) in Q3 2025, closing a stake of 47 shares — an estimated $2.48K sold.

Raymond James Financial first reported a position in SCLZ in Q2 2025 and held it in 1 quarter. The position peaked at $2.48K in Q2 2025. 11 funds tracked by Wall St. Rank hold SCLZ as of Q3 2025.

  • Raymond James Financial reported no remaining Swan Enhanced Dividend Income ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 47 Swan Enhanced Dividend Income ETF shares in Q3 2025, an estimated $2.48K.
  • Raymond James Financial first reported a position in Swan Enhanced Dividend Income ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Swan Enhanced Dividend Income ETF position peaked at $2.48K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Swan Enhanced Dividend Income ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.