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SWZ · Total Return Securities Fund
> Ask across nine datasets ⌘K
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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475
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SWZ

Total Return Securities Fund
FUNDS & TRUSTS · REGISTERED INVESTMENT COMPANY · CIK 0000813623
CLUSTER · 4 INSIDERSC-SUITE BUYING · 3☆ WATCH
INSIDER NET · 180D
$636.6K
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
4
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
18
13F, latest reported quarter
REVENUE GROWTH
-
XBRL, annual
NET MARGIN
-
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net +$636.6K over 180 days
+$179.6K over 90 days
more than 81% of Funds & Trusts
CONGRESS
no member of Congress has reported trading it
FUNDS
18 funds added or opened last quarter
below 89% of Funds & Trusts
REVENUE
no revenue reported in any filing
MARGIN
no margin: this company reports no revenue to divide by
BUYBACKS
no share repurchases reported
SHORT
no short interest reported
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
4 insiders independently bought a net $636.6K — no planned sales are queued against it.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN -0.3%
-0.3%12M
-3%-0%+2%+5%2025-092025-102025-122026-032026-052026-072026-09 2025-12-26 · CSS LLC/IL sold $83.9K2026-03-06 · Dakos Andrew bought $74.6K2026-03-05 · Dakos Andrew bought $72.1K2026-02-06 · GOLDSTEIN PHILLIP bought $60.7K2026-03-05 · GOLDSTEIN PHILLIP bought $59.9K2026-03-18 · GOLDSTEIN PHILLIP bought $59.8K2026-01-30 · GOLDSTEIN PHILLIP bought $59.2K2026-03-02 · Dakos Andrew bought $59.0K2025-12-30 · CSS LLC/IL sold $43.8K2026-02-03 · Dakos Andrew bought $41.8K2026-07-06 · GOLDSTEIN PHILLIP bought $35.6K2026-03-27 · Dakos Andrew bought $34.9K2026-05-28 · Dakos Andrew bought $32.3K2026-03-30 · Dakos Andrew bought $31.3K2026-02-26 · Dakos Andrew bought $30.9K2026-03-02 · Dakos Andrew bought $30.8K2026-02-23 · GOLDSTEIN PHILLIP bought $30.6K2025-12-30 · CSS LLC/IL sold $30.6K2026-03-03 · GOLDSTEIN PHILLIP bought $30.1K2026-02-19 · Dakos Andrew bought $29.9K2026-03-24 · Dakos Andrew bought $29.8K2026-04-02 · Dakos Andrew bought $28.8K2025-12-26 · CSS LLC/IL sold $28.8K2026-04-16 · Dakos Andrew bought $28.6K2026-07-02 · Dakos Andrew bought $28.2K2026-05-27 · Dakos Andrew bought $26.9K2025-12-15 · CSS LLC/IL sold $25.0K2026-04-08 · Dakos Andrew bought $23.9K2026-05-18 · Dakos Andrew bought $23.8K2026-03-12 · Dakos Andrew bought $19.9K2025-12-29 · CSS LLC/IL sold $18.8K2025-12-29 · CSS LLC/IL sold $18.8K2025-12-23 · CSS LLC/IL sold $18.8K2026-04-17 · Dakos Andrew bought $18.3K2026-04-16 · Dakos Andrew bought $18.1K2026-08-31 · SELL MORITZ A bought $17.9K2026-05-27 · Dakos Andrew bought $17.9K2026-02-03 · Dakos Andrew bought $17.9K2026-05-20 · Dakos Andrew bought $17.8K2026-02-20 · Dakos Andrew bought $17.4K2025-12-26 · CSS LLC/IL sold $13.2K2026-02-27 · Dakos Andrew bought $12.4K
INSIDER BUYINSIDER SELL
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
4 insiders reported buying shares.
The record shows a net $636.6K bought by insiders over 180 days, 18 funds added last quarter. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
RCGECATBCATASANMFCRWAYMEGIGFPFXTPVGEMOCPZ
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Total Return Securities Fund insiders bought a net $636.6K of stock across 102 Form 4 purchases and sales, with 4 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-04.

INSIDER
FILED
SHARES
VALUE
SELL MORITZ A
Director
BUY
2026-08-31
3,000.0
$17.9K
Das Rajeev P
Secretary
BUY
2026-08-24
1,366.0
$8.1K
Das Rajeev P
Secretary
BUY
2026-08-21
1,700.0
$10.1K
SELL MORITZ A
Director
BUY
2026-08-10
1,000.0
$5.9K
SELL MORITZ A
Director
BUY
2026-07-23
2,000.0
$11.7K
102 TRANSACTIONS ON RECORD

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Institutional holders
13F · holdings as of the latest quarter funds have reported
CSS LLC/IL
1,040,190.0 sh
$6.2M
BANK OF AMERICA CORP /DE/
867,363.0 sh
$5.2M
Matisse Capital
609,000.0 sh
$3.6M
ICON ADVISERS INC/CO
446,220.0 sh
$2.7M
Saba Capital Management, L.P.
404,080.0 sh
$2.4M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
FORM 144
No planned-sale notices
No insider has notified an intent to sell. This is the panel to watch after a run-up.
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
Matisse Discounted Closed-End Fund Strategy
$1.5M POSITION · AS OF 2026-03-31
2.4%
ICON FLEXIBLE BOND FUND
$3.0M POSITION · AS OF 2026-03-31
0.6%
RiverNorth Active Income ETF
$63.7K POSITION · AS OF 2026-03-31
0.2%
Saba Closed-End Funds ETF
$196.1K POSITION · AS OF 2026-02-28
0.1%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-04 ALL SYSTEMS LIVE FOR MACHINES →