BPA
BRW

Beacon Pointe Advisors’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Beacon Pointe 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
Q4 		– Sell
-91,709
Closed -$713K – 1509
2025
Q3 		$713K Buy
+91,709
New +$754K 0.01% 887

Other funds holding BRW

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RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
TJHA
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PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SMA
Seven Mile Advisory Ewing, New Jersey $149M AUM 37.48% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Pointe Advisors's BRW Position: Q4 2025 in Review

Beacon Pointe Advisors sold out of Saba Capital Income & Opportunities Fund (BRW) in Q4 2025, closing a stake of 91,709 shares — an estimated $713K sold.

Beacon Pointe Advisors first reported a position in BRW in Q3 2025 and held it in 1 quarter. The position peaked at $713K in Q3 2025. 102 funds tracked by Wall St. Rank hold BRW as of Q4 2025.

  • Beacon Pointe Advisors reported no remaining Saba Capital Income & Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 91,709 Saba Capital Income & Opportunities Fund shares in Q4 2025, an estimated $713K.
  • Beacon Pointe Advisors first reported a position in Saba Capital Income & Opportunities Fund in Q3 2025 and held it in 1 quarter.
  • Beacon Pointe Advisors's Saba Capital Income & Opportunities Fund position peaked at $713K in Q3 2025.
  • 102 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q4 2025.

Based on Beacon Pointe Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.