EPW
BRW

Evolve Private Wealth’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Evolve Private Wealth’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
Q2 		$83.6K Sell
12,719
-1,272
-9% -$8.57K 0.01% 989
2026
Q1 		$94.3K Buy
+13,991
New +$93.2K 0.01% 979

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
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evolve Private Wealth's BRW Position: Q2 2026 in Review

Evolve Private Wealth reduced its Saba Capital Income & Opportunities Fund (BRW) stake by 9.1% in Q2 2026, selling an estimated $8.57K and leaving 12,719 shares worth $83.6K. The position accounts for 0.01% of the portfolio, ranked #989.

Evolve Private Wealth first reported a position in BRW in Q1 2026 and has held it in 2 quarters since. The position peaked at $94.3K in Q1 2026. 97 funds tracked by Wall St. Rank hold BRW as of Q2 2026.

  • Evolve Private Wealth held 12,719 shares of Saba Capital Income & Opportunities Fund worth $83.6K as of Q2 2026.
  • Evolve Private Wealth sold 1,272 Saba Capital Income & Opportunities Fund shares in Q2 2026, an estimated $8.57K.
  • Saba Capital Income & Opportunities Fund made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #989 holding.
  • Evolve Private Wealth first reported a position in Saba Capital Income & Opportunities Fund in Q1 2026 and has held it in 2 quarters since.
  • Evolve Private Wealth's Saba Capital Income & Opportunities Fund position peaked at $94.3K in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.