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Home > Insider Trading > Total Return Securities Fund

Total Return Securities Fund (SWZ)

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Latest 13D & 13G Filings
Company Symbol Filed By Filing Date Filing
Total Return Securities Fund
SWZ
 BANK OF AMERICA CORP /DE/ 2026-08-03
13G Filing
Total Return Securities Fund
SWZ
 Allspring Global Investments Holdings, LLC 2026-07-31
13G Filing
Total Return Securities Fund
SWZ
 CSS LLC/IL 2026-04-17
13G Filing
Total Return Securities Fund
SWZ
 Allspring Global Investments Holdings, LLC 2026-04-14
13G Filing
Total Return Securities Fund
SWZ
 Allspring Global Investments Holdings, LLC 2026-03-06
13G Filing
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.