Form 4 · Filed May 29, 2026, 08:09 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 |
|---|---|---|---|---|---|---|
| May 28, 2026 | P | buy | 100 | $6 | $598 | 120,600 |
| May 28, 2026 | P | buy | 5,400 | $6 | $32,346 | 126,000 |
| May 27, 2026 | P | buy | 4,500 | $6 | $26,865 | 117,500 |
| May 27, 2026 | P | buy | 3,000 | $6 | $17,940 | 120,500 |
Source: SEC EDGAR raw filing ↗ · Accession 0001398344-26-010015