Form 4 · Filed Jul 7, 2026, 08:27 PM UTC
SWZ/Total Return Securities Fund
Dakos Andrew — director
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
2 rows| Date | Code | Direction | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Jul 2, 2026 | P | buy | 233 | $6 | $1,379 | 126,233 |
| Jul 2, 2026 | P | buy | 4,767 | $6 | $28,222 | 131,000 |
Source: SEC EDGAR raw filing ↗ · Accession 0001398344-26-011834