Arax Advisory Partners’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Arax Advisory Partners’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	$23K	Buy	+3,500	New	+$23.6K	﹤0.01%	3863

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

Arax Advisory Partners's BRW Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Saba Capital Income & Opportunities Fund (BRW) in Q2 2026: 3,500 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #3863 among its holdings.

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

Arax Advisory Partners held 3,500 shares of Saba Capital Income & Opportunities Fund worth $23K as of Q2 2026.
Saba Capital Income & Opportunities Fund was a new Arax Advisory Partners position in Q2 2026.
Saba Capital Income & Opportunities Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3863 holding.
96 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.