SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in EQS — Equus Total Return, Inc.
CIK 1794153
MINNEAPOLIS, MN
Position in EQS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$24,800
-$12,000 QoQ
Shares Held
20,000
0.0% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4
of 7 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EQS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $41,823,604 across 14 Asset Management names. EQS ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
845,580 | $25,511,148 | |
| 2 | NIE |
Virtus Equity & Convertible Income Fund
|
226,836 | $6,092,814 | |
| 3 | IGR |
Cbre Global Real Estate Income Fund
|
366,558 | $1,689,832 | |
| 4 | DSL |
DoubleLine Income Solutions Fund
|
140,513 | $1,554,073 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
81,940 | $1,546,207 | |
| 6 | FAX |
Abrdn Asia-Pacific Income Fund, Inc.
|
81,838 | $1,203,836 | |
| 7 | FRA |
Blackrock Floating Rate Income Strategies Fund, Inc.
|
101,501 | $1,115,495 | |
| 8 | DLY |
DoubleLine Yield Opportunities Fund
|
77,737 | $1,093,759 |
All Filings in EQS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,800 | 20,000 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $36,800 | 20,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $28,200 | 20,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $45,000 | 20,000 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||