Gridiron Partners’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Gridiron Partners’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 Q3	$155K	Hold	25,723	–	–	0.08%	44
2026 Q2	$167K	Sell	25,723 -29,129	-53%	-$196K	0.09%	45
2026 Q1	$370K	Buy	54,852 +31,411	+134%	+$209K	0.23%	34
2025 Q4	$164K	Buy	23,441 +861	+4%	+$6.23K	0.09%	49
2025 Q3	$175K	Hold	22,580	–	–	0.1%	50
2025 Q2	$182K	Hold	22,580	–	–	0.11%	52
2025 Q1	$175K	Hold	22,580	–	–	0.11%	54
2024 Q4	$172K	Hold	22,580	–	–	0.11%	54
2024 Q3	$171K	Sell	22,580 -59,060	-72%	-$431K	0.1%	55
2024 Q2	$620K	Sell	81,640 -46,380	-36%	-$333K	0.39%	33
2024 Q1	$933K	Hold	128,020	–	–	0.59%	25
2023 Q4	$987K	Buy	+128,020	New	+$975K	0.7%	29

Other funds holding BRW

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Peak Financial Advisors Denver, Colorado $232M AUM 12.16% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Gridiron Partners's BRW Position: Q3 2026 in Review

Gridiron Partners held its Saba Capital Income & Opportunities Fund (BRW) position steady in Q3 2026 at 25,723 shares worth $155K. The position accounts for 0.08% of the portfolio, ranked #44.

Gridiron Partners first reported a position in BRW in Q4 2023 and has held it in 12 quarters since. The position peaked at $987K in Q4 2023. 27 funds tracked by Wall St. Rank hold BRW as of Q3 2026.

Gridiron Partners held 25,723 shares of Saba Capital Income & Opportunities Fund worth $155K as of Q3 2026.
Gridiron Partners left its Saba Capital Income & Opportunities Fund share count unchanged in Q3 2026.
Saba Capital Income & Opportunities Fund made up 0.08% of Gridiron Partners's portfolio in Q3 2026, its #44 holding.
Gridiron Partners first reported a position in Saba Capital Income & Opportunities Fund in Q4 2023 and has held it in 12 quarters since.
Gridiron Partners's Saba Capital Income & Opportunities Fund position peaked at $987K in Q4 2023.
27 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q3 2026.

Based on Gridiron Partners's 13F filing for Q3 2026, filed 8 Oct 2026.