SWZNYSE

Total Return Securities Fund

Alert me on SWZ

Insider buys, 6 months

Congress trades, 6 months

Signals, 6 months

Six months

After each filing

Oct 14 Buy GOLDSTEIN PHILLIP Insider

1 week

+1.6%S&P +0.5%

1 month

Result in3 trading days

3 months

Result in45 trading days

6 months

Result in108 trading days

Oct 1 Buy SELL MORITZ A Insider

1 week

+0.6%S&P +1.3%

1 month

+1.7%S&P −1.1%

3 months

Result in36 trading days

6 months

Result in99 trading days

Sep 30 Buy Dakos Andrew Insider

1 week

+1.2%S&P +1.9%

1 month

+2.2%S&P +0.9%

3 months

Result in35 trading days

6 months

Result in98 trading days

Sep 2 Buy SELL MORITZ A Insider

1 week

−1.5%S&P −1.0%

1 month

−3.9%S&P +0.8%

3 months

Result in16 trading days

6 months

Result in79 trading days

Aug 26 Buy Das Rajeev P Insider

1 week

+0.5%S&P −0.1%

1 month

−2.5%S&P +0.9%

3 months

Result in11 trading days

6 months

Result in74 trading days

Show all 40

Aug 13 Buy SELL MORITZ A Insider

1 week

−0.8%S&P −2.0%

1 month

−1.0%S&P −2.2%

3 months

Result in2 trading days

6 months

Result in65 trading days

Jul 25 Buy SELL MORITZ A Insider

1 week

+0.9%S&P +2.5%

1 month

+1.3%S&P +3.6%

3 months

−0.3%S&P +3.1%

6 months

Result in52 trading days

Jul 23 Buy SELL MORITZ A Insider

1 week

+0.5%S&P +0.5%

1 month

+1.2%S&P +3.7%

3 months

−0.9%S&P +5.0%

6 months

Result in50 trading days

Jul 9 Buy GOLDSTEIN PHILLIP Insider

1 week

−0.3%S&P −0.1%

1 month

+0.3%S&P +2.9%

3 months

−3.0%S&P +3.6%

6 months

Result in40 trading days

Jul 8 Buy Dakos Andrew Insider

1 week

0.0%S&P +1.3%

1 month

+0.2%S&P +3.1%

3 months

−2.2%S&P +4.8%

6 months

Result in39 trading days

Jul 1 Buy SELL MORITZ A Insider

1 week

+0.5%S&P +0.8%

1 month

−0.3%S&P +0.2%

3 months

−3.7%S&P +2.5%

6 months

Result in35 trading days

Jun 23 Buy SELL MORITZ A Insider

1 week

+0.7%S&P +1.8%

1 month

−0.7%S&P +0.6%

3 months

0.0%S&P +5.7%

6 months

Result in29 trading days

Jun 18 Buy SELL MORITZ A Insider

1 week

−0.3%S&P −2.4%

1 month

−0.2%S&P +0.2%

3 months

−0.3%S&P +2.3%

6 months

Result in27 trading days

Jun 2 Buy SELL MORITZ A Insider

1 week

−0.7%S&P −3.0%

1 month

−0.3%S&P −1.7%

3 months

+0.5%S&P +0.5%

6 months

Result in15 trading days

May 30 Buy Dakos Andrew Insider

1 week

−1.3%S&P −2.5%

1 month

−0.8%S&P −1.4%

3 months

+0.3%S&P +1.4%

6 months

Result in14 trading days

May 21 Buy Dakos Andrew Insider

1 week

+0.7%S&P +1.9%

1 month

−1.0%S&P −1.0%

3 months

−0.5%S&P +3.4%

6 months

Result in8 trading days

Apr 28 Buy SELL MORITZ A Insider

1 week

+0.4%S&P +1.7%

1 month

−0.6%S&P +6.0%

3 months

−2.4%S&P +2.8%

6 months

−3.4%S&P +8.7%

Apr 21 Buy Dakos Andrew Insider

1 week

−0.9%S&P +1.1%

1 month

−2.1%S&P +5.3%

3 months

−3.3%S&P +6.4%

6 months

−4.8%S&P +9.8%

Apr 10 Buy Dakos Andrew Insider

1 week

+0.3%S&P +4.5%

1 month

0.0%S&P +8.8%

3 months

−2.1%S&P +10.5%

6 months

−4.6%S&P +15.2%

Apr 7 Buy Dakos Andrew Insider

1 week

+2.0%S&P +5.3%

1 month

+1.8%S&P +11.3%

3 months

−0.7%S&P +13.4%

6 months

−2.8%S&P +18.8%

Apr 1 Buy Dakos Andrew Insider

1 week

+2.4%S&P +3.8%

1 month

+1.9%S&P +10.0%

3 months

−0.3%S&P +14.0%

6 months

−3.7%S&P +17.2%

Mar 27 Buy Dakos Andrew Insider

1 week

+1.2%S&P +3.9%

1 month

+2.5%S&P +12.2%

3 months

+0.8%S&P +17.2%

6 months

−1.9%S&P +21.3%

Mar 20 Buy GOLDSTEIN PHILLIP Insider

1 week

0.0%S&P −2.2%

1 month

+3.4%S&P +8.6%

3 months

+0.3%S&P +15.1%

6 months

+0.5%S&P +19.9%

Mar 14 Buy Dakos Andrew Insider

1 week

−0.8%S&P −1.8%

1 month

+0.3%S&P +4.9%

3 months

−1.2%S&P +13.1%

6 months

−2.0%S&P +13.8%

Mar 10 Buy Dakos Andrew Insider

1 week

+0.8%S&P −0.9%

1 month

+1.3%S&P +0.7%

3 months

−1.7%S&P +9.1%

6 months

−1.0%S&P +13.2%

Mar 10 Buy GOLDSTEIN PHILLIP Insider

1 week

+0.8%S&P −0.9%

1 month

+1.3%S&P +0.7%

3 months

−1.7%S&P +9.1%

6 months

−1.0%S&P +13.2%

Mar 6 Buy GOLDSTEIN PHILLIP Insider

1 week

+0.8%S&P −1.5%

1 month

+0.7%S&P −1.7%

3 months

−1.2%S&P +10.0%

6 months

+1.0%S&P +15.2%

Mar 5 Buy Dakos Andrew Insider

1 week

+0.5%S&P −2.2%

1 month

−0.3%S&P −3.0%

3 months

−1.2%S&P +11.4%

6 months

+0.2%S&P +14.1%

Mar 3 Buy Dakos Andrew Insider

1 week

+0.2%S&P −0.5%

1 month

−0.8%S&P −3.4%

3 months

−0.8%S&P +12.0%

6 months

−0.3%S&P +12.6%

Feb 26 Buy GOLDSTEIN PHILLIP Insider

1 week

−3.2%S&P −1.2%

1 month

−4.7%S&P −7.8%

3 months

−2.9%S&P +9.8%

6 months

−2.9%S&P +12.5%

Feb 26 Buy Dakos Andrew Insider

1 week

−3.2%S&P −1.2%

1 month

−4.7%S&P −7.8%

3 months

−2.9%S&P +9.8%

6 months

−2.9%S&P +12.5%

Feb 24 Buy Dakos Andrew Insider

1 week

−2.8%S&P −1.0%

1 month

−2.8%S&P −4.2%

3 months

−2.9%S&P +9.5%

6 months

−3.5%S&P +12.0%

Feb 11 Buy GOLDSTEIN PHILLIP Insider

1 week

+1.0%S&P −1.1%

1 month

−1.2%S&P −4.3%

3 months

−0.7%S&P +7.6%

6 months

−1.5%S&P +13.0%

Feb 6 Buy Dakos Andrew Insider

1 week

+1.0%S&P −1.3%

1 month

−1.3%S&P −1.9%

3 months

+0.3%S&P +7.1%

6 months

−2.1%S&P +12.5%

Feb 5 Buy SELL MORITZ A Insider

1 week

+0.5%S&P +0.5%

1 month

−0.5%S&P +0.1%

3 months

+1.2%S&P +8.3%

6 months

−0.8%S&P +14.7%

Feb 4 Buy GOLDSTEIN PHILLIP Insider

1 week

+0.3%S&P +0.8%

1 month

−1.7%S&P −2.0%

3 months

+0.8%S&P +7.2%

6 months

−1.5%S&P +12.6%

Dec 31, 2025 Sale CSS LLC/IL Insider

1 week

+0.3%S&P +1.1%

1 month

−4.0%S&P +2.0%

3 months

−4.7%S&P −3.6%

6 months

−4.3%S&P +10.8%

Dec 30, 2025 Sale CSS LLC/IL Insider

1 week

−0.5%S&P +0.4%

1 month

−5.4%S&P +0.7%

3 months

−5.1%S&P −4.4%

6 months

−5.4%S&P +9.0%

Dec 17, 2025 Sale CSS LLC/IL Insider

1 week

+0.6%S&P +3.1%

1 month

−1.1%S&P +1.2%

3 months

−4.5%S&P −2.8%

6 months

−4.2%S&P +11.8%

Oct 30, 2025 Buy SELL MORITZ A Insider

1 week

+1.2%S&P −1.4%

1 month

+1.9%S&P +0.1%

3 months

+0.5%S&P +2.6%

6 months

+1.3%S&P +6.2%

Every purchase and sale on this ticker reported by a member of Congress or an insider, measured from the close of the first trading day after it became public to the close 1 week, 1 month, 3 months and 6 months later, each beside the S&P over the same days.

Filings for SWZ

60 held · newest 560 held · newest 2

Loading the filings.

See all 60 filings for SWZ

Aeon news and offers by email

New sources, new features and offers like our founding price. A few times a month at most. Stop any time.

Signal history

No signal for this ticker yet. A signal is written when insider buying here scores one dot or more.

Stakes

Jun 30, 2026 Schedule 13G

BANK OF AMERICA CORP /DE/: 6.7%, 869,185 shares

Jun 16, 2026 Schedule 13G, amended

Allspring Global Investments Holdings, LLC: 0%, 0 shares

Mar 31, 2026 Schedule 13G, amended

CSS LLC/IL: 7.9%, 1,020,547 shares

Mar 31, 2026 Schedule 13G, amended

Allspring Global Investments Holdings, LLC: 5%, 650,702 shares

Feb 27, 2026 Schedule 13G, amended

Allspring Global Investments Holdings, LLC: 6.3%, 811,933 shares

Dec 31, 2025 Schedule 13G, amended

Allspring Global Investments Holdings, LLC: 12.5%, 2,127,310 shares

Dec 30, 2025 Schedule 13G, amended

CSS LLC/IL: 9.9%, 1,686,971 shares

Dec 12, 2025 Schedule 13G, amended

CSS LLC/IL: 10.3%, 1,742,506 shares

Nov 20, 2025 Schedule 13G

CSS LLC/IL: 9%, 1,221,756 shares

Sep 30, 2025 Schedule 13G, amended

RIVERNORTH CAPITAL MANAGEMENT, LLC: 2.9%, 378,637 shares

Sep 30, 2025 Schedule 13G, amended

Allspring Global Investments Holdings, LLC: 16.4%, 2,127,310 shares

Schedule 13D is filed within 5 business days of crossing 5 percent by an investor who may seek to influence the company. Schedule 13G is filed by a passive holder, and a large institution has up to 45 days after the quarter end.

Government contracts, last 12 months

Awards of $10M and up, from USAspending · context, not a signal

No contracts of $10M or more in the last 12 months.

Lobbying

Last four quarters

No lobbying reports on file.