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
2026
Q2 		$12.6K Buy
+1,920
New +$12.9K ﹤0.01% 1434
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 $97.6B AUM 29.43% 1-Year Est. Return
Toronto Dominion Bank
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
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameritas Advisory Services's BRW Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Saba Capital Income & Opportunities Fund (BRW) in Q2 2026: 1,920 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #1434 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in BRW as recently as Q3 2025.

Ameritas Advisory Services first reported a position in BRW in Q1 2023 and has held it in 4 quarters since. The position peaked at $15.5K in Q2 2025. 95 funds tracked by Wall St. Rank hold BRW as of Q2 2026.

  • Ameritas Advisory Services held 1,920 shares of Saba Capital Income & Opportunities Fund worth $12.6K as of Q2 2026.
  • Saba Capital Income & Opportunities Fund was a new Ameritas Advisory Services position in Q2 2026.
  • Saba Capital Income & Opportunities Fund made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1434 holding.
  • Ameritas Advisory Services first reported a position in Saba Capital Income & Opportunities Fund in Q1 2023 and has held it in 4 quarters since.
  • Ameritas Advisory Services's Saba Capital Income & Opportunities Fund position peaked at $15.5K in Q2 2025.
  • 95 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.