Schwarz Dygos Wheeler Investment Advisors’s Equus Total Return EQS Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio EQS Stock Details EQS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.8K	Hold	20,000	–	–	﹤0.01%	173
2026 Q1	$36.8K	Hold	20,000	–	–	0.01%	172
2025 Q4	$28.3K	Hold	20,000	–	–	0.01%	168
2025 Q3	$45K	Buy	+20,000	New	+$37.5K	0.01%	163

Other funds holding EQS

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's EQS Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its Equus Total Return (EQS) position steady in Q2 2026 at 20,000 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #173.

Schwarz Dygos Wheeler Investment Advisors first reported a position in EQS in Q3 2025 and has held it in 4 quarters since. The position peaked at $45K in Q3 2025. 2 funds tracked by Wall St. Rank hold EQS as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 20,000 shares of Equus Total Return worth $24.8K as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors left its Equus Total Return share count unchanged in Q2 2026.
Equus Total Return made up ﹤0.01% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #173 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Equus Total Return in Q3 2025 and has held it in 4 quarters since.
Schwarz Dygos Wheeler Investment Advisors's Equus Total Return position peaked at $45K in Q3 2025.
2 funds tracked by Wall St. Rank held Equus Total Return as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.