Form 4 · Filed Feb 25, 2026, 12:00 PM UTC
SWZ/Total Return Securities Fund
Dakos Andrew — President and CEO
AI Thesis
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Research signal, not investment advice. Form 4 AI surfaces SEC filings and applies an analytical layer — it does not predict prices or recommend trades. Past performance does not guarantee future results. See methodology and public track record for how scores are computed.
Transactions
4 rows| Date | Code | Direction | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Feb 24, 2026 | P | buy | 326 | $6 | $2,002 | 14,329 |
| Feb 24, 2026 | P | buy | 1,348 | $6 | $8,317 | 15,677 |
| Feb 23, 2026 | P | buy | 2,000 | $6 | $12,280 | 12,003 |
| Feb 23, 2026 | P | buy | 2,000 | $6 | $12,260 | 14,003 |
Source: SEC EDGAR raw filing ↗ · Accession 0001398344-26-003683