Taylor Securities Services’s Swan Enhanced Dividend Income ETF SCLZ Stock Holding History

Taylor Securities 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
2026 Q2	$538K	Buy	+9,601	New	+$530K	0.22%	36

Other funds holding SCLZ

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

EFG

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

CFA

Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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 $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Taylor Securities Services's SCLZ Position: Q2 2026 in Review

Taylor Securities Services opened a new position in Swan Enhanced Dividend Income ETF (SCLZ) in Q2 2026: 9,601 shares worth $538K. The stake represents 0.22% of the portfolio and ranks #36 among its holdings.

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

Taylor Securities Services held 9,601 shares of Swan Enhanced Dividend Income ETF worth $538K as of Q2 2026.
Swan Enhanced Dividend Income ETF was a new Taylor Securities Services position in Q2 2026.
Swan Enhanced Dividend Income ETF made up 0.22% of Taylor Securities Services's portfolio in Q2 2026, its #36 holding.
10 funds tracked by Wall St. Rank held Swan Enhanced Dividend Income ETF as of Q2 2026.

Based on Taylor Securities Services's 13F filing for Q2 2026, filed 13 Aug 2026.