HI
BRW

Harbour Investments’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Harbour Investments’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 		– Sell
-573
Closed -$4.01K – 4680
2025
Q4 		$4.01K Buy
+573
New +$4.15K ﹤0.01% 3092

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 $1.03T AUM 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

Harbour Investments's BRW Position: Q1 2026 in Review

Harbour Investments sold out of Saba Capital Income & Opportunities Fund (BRW) in Q1 2026, closing a stake of 573 shares — an estimated $4.01K sold.

Harbour Investments first reported a position in BRW in Q4 2025 and held it in 1 quarter. The position peaked at $4.01K in Q4 2025. 93 funds tracked by Wall St. Rank hold BRW as of Q1 2026.

  • Harbour Investments reported no remaining Saba Capital Income & Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Harbour Investments sold 573 Saba Capital Income & Opportunities Fund shares in Q1 2026, an estimated $4.01K.
  • Harbour Investments first reported a position in Saba Capital Income & Opportunities Fund in Q4 2025 and held it in 1 quarter.
  • Harbour Investments's Saba Capital Income & Opportunities Fund position peaked at $4.01K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.