BCA
BRW

Bay Colony Advisors’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Bay Colony 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
Q1 		– Sell
-64,060
Closed -$488K – 450
2024
Q4 		$488K Buy
+64,060
New +$487K 0.07% 246

Other funds holding BRW

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return

Bay Colony Advisors's BRW Position: Q1 2025 in Review

Bay Colony Advisors sold out of Saba Capital Income & Opportunities Fund (BRW) in Q1 2025, closing a stake of 64,060 shares — an estimated $488K sold.

Bay Colony Advisors first reported a position in BRW in Q4 2024 and held it in 1 quarter. The position peaked at $488K in Q4 2024. 78 funds tracked by Wall St. Rank hold BRW as of Q1 2025.

  • Bay Colony Advisors reported no remaining Saba Capital Income & Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Bay Colony Advisors sold 64,060 Saba Capital Income & Opportunities Fund shares in Q1 2025, an estimated $488K.
  • Bay Colony Advisors first reported a position in Saba Capital Income & Opportunities Fund in Q4 2024 and held it in 1 quarter.
  • Bay Colony Advisors's Saba Capital Income & Opportunities Fund position peaked at $488K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q1 2025.

Based on Bay Colony Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.