IHT Wealth Management’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

IHT Wealth Management’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	$512K	Buy	75,993 +20,670	+37%	+$138K	0.01%	817
2025 Q4	$388K	Buy	55,323 +21,198	+62%	+$153K	0.01%	867
2025 Q3	$265K	Buy	+34,125	New	+$281K	0.01%	989
2018 Q1	–	Sell	-325	Closed	-$3K	–	1690
2017 Q4	$3K	Sell	325 -684	-68%	-$7K	﹤0.01%	1417
2017 Q3	$10K	Hold	1,009	–	–	﹤0.01%	960
2017 Q2	$1	Buy	+1,009	New	+$10.9K	﹤0.01%	1286

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

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

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

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

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

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

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