🕵️ Institutional Investment Strategy Fund ($XIVYX)

SEC insider & ownership activity, last 12 months · CIK 1976685 · every row links its SEC filing

Insider buy value was withheld pending verification over the last 12 months. No red-flag 8-Ks in the window.

Oct 2025: net +$503 Nov 2025: net +$500 Dec 2025: net -$3K Jan 2026: net +$0 Feb 2026: net +$5 Mar 2026: net +$0 Apr 2026: net +$0 May 2026: net +$0 Jun 2026: net +$0 Jul 2026: net +$201 Aug 2026: net +$101 Sep 2026: net +$101
Monthly net open-market insider flow, last 12 months (up = net buying)

Insider flow

1 buyer, value withheld pending verification (12 lots) · 2 sellers, $3K (2 lots)

InsiderBuysBoughtSellsSoldLast
Pauker Matthew0 1$3KDec 23, 2025
Ghodoosi Arash12value withheld pending verification 1$10Sep 1, 2026

5%+ holders

No current 5%+ beneficial-ownership positions on file.

Planned insider sales (Form 144)

No sale notices filed in the last 12 months.

Material events (8-K)

No 8-K filings in the last 12 months.