ASN
BRW

Advisory Services Network’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Advisory Services Network’s Portfolio BRW Stock Details BRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-150
Closed -$1.17K – 2119
2025
Q3 		$1.17K Buy
+150
New +$1.23K ﹤0.01% 3900
2020
Q1 		– Sell
-87
Closed -$1K – 3045
2019
Q4 		$1K Hold
87
– – ﹤0.01% 2918
2019
Q3 		$1K Hold
87
– – ﹤0.01% 2693
2019
Q2 		$1K Buy
+87
New +$835 ﹤0.01% 2691

Other funds holding BRW

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SMA
Seven Mile Advisory Ewing, New Jersey $139M AUM 26.01% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisory Services Network's BRW Position: Q4 2025 in Review

Advisory Services Network sold out of Saba Capital Income & Opportunities Fund (BRW) in Q4 2025, closing a stake of 150 shares — an estimated $1.17K sold.

Advisory Services Network first reported a position in BRW in Q2 2019 and held it in 4 quarters. The position peaked at $1.17K in Q3 2025. 102 funds tracked by Wall St. Rank hold BRW as of Q4 2025.

  • Advisory Services Network reported no remaining Saba Capital Income & Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Advisory Services Network sold 150 Saba Capital Income & Opportunities Fund shares in Q4 2025, an estimated $1.17K.
  • Advisory Services Network first reported a position in Saba Capital Income & Opportunities Fund in Q2 2019 and held it in 4 quarters.
  • Advisory Services Network's Saba Capital Income & Opportunities Fund position peaked at $1.17K in Q3 2025.
  • 102 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q4 2025.

Based on Advisory Services Network's 13F filing for Q4 2025, filed 17 Feb 2026.