Allied Private Wealth’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Allied Private Wealth’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
2026 Q2	$7.46K	Buy	+1,107	New	+$7.46K	﹤0.01%	568

Other funds holding BRW

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BBPWM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allied Private Wealth's BRW Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Saba Capital Income & Opportunities Fund (BRW) in Q2 2026: 1,107 shares worth $7.46K. The stake represents ﹤0.01% of the portfolio and ranks #568 among its holdings.

96 funds tracked by Wall St. Rank hold BRW as of Q2 2026.

Allied Private Wealth held 1,107 shares of Saba Capital Income & Opportunities Fund worth $7.46K as of Q2 2026.
Saba Capital Income & Opportunities Fund was a new Allied Private Wealth position in Q2 2026.
Saba Capital Income & Opportunities Fund made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #568 holding.
96 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.