AAS
BRW

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

Ameritas Advisory Services’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
-1,920
Closed -$14.9K – 1069
2025
Q3 		$14.9K Hold
1,920
– – ﹤0.01% 1534
2025
Q2 		$15.5K Buy
+1,920
New +$14.6K ﹤0.01% 1841
2023
Q2 		– Sell
-1,750
Closed -$14.3K – 794
2023
Q1 		$14.3K Buy
+1,750
New +$14.1K ﹤0.01% 1774

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 $852M AUM 0.1% 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

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

Ameritas Advisory Services sold out of Saba Capital Income & Opportunities Fund (BRW) in Q4 2025, closing a stake of 1,920 shares — an estimated $14.9K sold.

Ameritas Advisory Services first reported a position in BRW in Q1 2023 and held it in 3 quarters. The position peaked at $15.5K in Q2 2025. 102 funds tracked by Wall St. Rank hold BRW as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Saba Capital Income & Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,920 Saba Capital Income & Opportunities Fund shares in Q4 2025, an estimated $14.9K.
  • Ameritas Advisory Services first reported a position in Saba Capital Income & Opportunities Fund in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Saba Capital Income & Opportunities Fund position peaked at $15.5K in Q2 2025.
  • 102 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.