BRWA
BRW

B. Riley Wealth Advisors’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-10,998
Closed -$85.3K – 1080
2025
Q1 		$85.3K Sell
10,998
-4,100
-27% -$32K ﹤0.01% 1228
2024
Q4 		$115K Sell
15,098
-4,000
-21% -$30.4K ﹤0.01% 1092
2024
Q3 		$143K Sell
19,098
-2,800
-13% -$20.4K ﹤0.01% 1181
2024
Q2 		$154K Sell
21,898
-17,446
-44% -$125K ﹤0.01% 1270
2024
Q1 		$302K Buy
39,344
+9,946
+34% +$73.5K 0.01% 1037
2023
Q4 		$234K Sell
29,398
-9,946
-25% -$75.7K 0.01% 1173
2023
Q3 		$302K Buy
39,344
+7,830
+25% +$61.2K 0.01% 1037
2023
Q2 		$243K Buy
31,514
+43
+0.1% +$342 0.01% 1239
2023
Q1 		$256K Buy
31,471
+248
+0.8% +$2K 0.01% 1146
2022
Q4 		$238K Sell
31,223
-2,252
-7% -$17.6K 0.01% 1162
2022
Q3 		$265K Buy
+33,475
New +$274K 0.01% 1079
2014
Q3 		– Sell
-3,921
Closed -$45.4K – 799
2014
Q2 		$45.4K Hold
3,921
– – 0.01% 1075
2014
Q1 		$45K Hold
3,921
– – 0.01% 735
2013
Q4 		$46K Sell
3,921
-424
-10% -$5.05K 0.01% 660
2013
Q3 		$53K Hold
4,345
– – 0.02% 639
2013
Q2 		$55K Buy
+4,345
New +$56.5K 0.02% 653

Other funds holding BRW

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

B. Riley Wealth Advisors's BRW Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Saba Capital Income & Opportunities Fund (BRW) in Q2 2025, closing a stake of 10,998 shares — an estimated $85.3K sold.

B. Riley Wealth Advisors first reported a position in BRW in Q2 2013 and held it in 16 quarters. The position peaked at $302K in Q1 2024. 80 funds tracked by Wall St. Rank hold BRW as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Saba Capital Income & Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,998 Saba Capital Income & Opportunities Fund shares in Q2 2025, an estimated $85.3K.
  • B. Riley Wealth Advisors first reported a position in Saba Capital Income & Opportunities Fund in Q2 2013 and held it in 16 quarters.
  • B. Riley Wealth Advisors's Saba Capital Income & Opportunities Fund position peaked at $302K in Q1 2024.
  • 80 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.