Carson Wealth (CWM LLC)
BRW icon

Carson Wealth (CWM LLC)’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$7.93K Buy
1,176
+15
+1% +$100 ﹤0.01% 4866
2025
Q4 		$8K Buy
1,161
+308
+36% +$2.23K ﹤0.01% 4621
2025
Q3 		$7K Buy
+853
New +$7.01K ﹤0.01% 4604
2022
Q1 		– Sell
-9
Closed – – 3538
2021
Q4 		$0 Buy
+9
New +$82 ﹤0.01% 3498
2021
Q2 		$0 Hold
27
– – ﹤0.01% 2936
2021
Q1 		$0 Hold
27
– – ﹤0.01% 2936
2020
Q4 		$0 Hold
27
– – ﹤0.01% 2936
2020
Q3 		$0 Hold
27
– – ﹤0.01% 2936
2020
Q2 		$0 Hold
27
– – ﹤0.01% 2936
2020
Q1 		$0 Hold
27
– – ﹤0.01% 2936
2019
Q4 		$0 Hold
27
– – ﹤0.01% 2935
2019
Q3 		$0 Hold
27
– – ﹤0.01% 2935
2019
Q2 		$0 Hold
27
– – ﹤0.01% 2935
2019
Q1 		$0 Buy
+27
New +$256 ﹤0.01% 2956

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
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Carson Wealth (CWM LLC)'s BRW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Saba Capital Income & Opportunities Fund (BRW) stake by 1.3% in Q1 2026, buying an estimated $100 and bringing the position to 1,176 shares worth $7.93K. The position accounts for ﹤0.01% of the portfolio, ranked #4866.

Carson Wealth (CWM LLC) first reported a position in BRW in Q1 2019 and has held it in 14 quarters since. The position peaked at $8K in Q4 2025. 93 funds tracked by Wall St. Rank hold BRW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,176 shares of Saba Capital Income & Opportunities Fund worth $7.93K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 15 Saba Capital Income & Opportunities Fund shares in Q1 2026, an estimated $100.
  • Saba Capital Income & Opportunities Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4866 holding.
  • Carson Wealth (CWM LLC) first reported a position in Saba Capital Income & Opportunities Fund in Q1 2019 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s Saba Capital Income & Opportunities Fund position peaked at $8K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.