Cetera Investment Advisers
BRW

Cetera Investment Advisers’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Cetera Investment Advisers’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 		$283K Sell
42,006
-907
-2% -$6.04K ﹤0.01% 4028
2025
Q4 		$301K Sell
42,913
-1,043
-2% -$7.55K ﹤0.01% 3905
2025
Q3 		$342K Sell
43,956
-20,018
-31% -$165K ﹤0.01% 3726
2025
Q2 		$516K Buy
63,974
+4,332
+7% +$32.9K ﹤0.01% 2948
2025
Q1 		$463K Buy
59,642
+19,425
+48% +$152K ﹤0.01% 2908
2024
Q4 		$306K Sell
40,217
-3,568
-8% -$27.1K ﹤0.01% 3108
2024
Q3 		$332K Hold
43,785
– – ﹤0.01% 2980
2024
Q2 		$308K Buy
43,785
+1,278
+3% +$9.19K ﹤0.01% 3009
2024
Q1 		$310K Buy
+42,507
New +$314K ﹤0.01% 3010

Other funds holding BRW

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return