Creative Financial Designs’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Creative Financial Designs’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	-9,941	Closed	-$77.2K	–	2077
2025 Q3	$77.2K	Sell	9,941 -486	-5%	-$4K	0.01%	713
2025 Q2	$84K	Buy	10,427 +78	+0.8%	+$593	0.01%	714
2025 Q1	$80.3K	Sell	10,349 -426	-4%	-$3.32K	0.01%	680
2024 Q4	$82.1K	Buy	10,775 +1,075	+11%	+$8.18K	0.01%	646
2024 Q3	$73.6K	Buy	+9,700	New	+$70.8K	0.01%	669

Other funds holding BRW

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

SMA

Seven Mile Advisory Ewing, New Jersey $139M AUM 26.01% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Financial Designs's BRW Position: Q4 2025 in Review

Creative Financial Designs sold out of Saba Capital Income & Opportunities Fund (BRW) in Q4 2025, closing a stake of 9,941 shares — an estimated $77.2K sold.

Creative Financial Designs first reported a position in BRW in Q3 2024 and held it in 5 quarters. The position peaked at $84K in Q2 2025. 102 funds tracked by Wall St. Rank hold BRW as of Q4 2025.

Creative Financial Designs reported no remaining Saba Capital Income & Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Creative Financial Designs sold 9,941 Saba Capital Income & Opportunities Fund shares in Q4 2025, an estimated $77.2K.
Creative Financial Designs first reported a position in Saba Capital Income & Opportunities Fund in Q3 2024 and held it in 5 quarters.
Creative Financial Designs's Saba Capital Income & Opportunities Fund position peaked at $84K in Q2 2025.
102 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.