IFG
BRW

Independent Financial Group’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Independent Financial Group’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
2022
Q2 		– Sell
-7,500
Closed -$67.8K – 725
2022
Q1 		$67.8K Hold
7,500
– – 0.01% 765
2021
Q4 		$67.8K Buy
+7,500
New +$68.7K 0.01% 765

Other funds holding BRW

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Independent Financial Group's BRW Position: Q2 2022 in Review

Independent Financial Group sold out of Saba Capital Income & Opportunities Fund (BRW) in Q2 2022, closing a stake of 7,500 shares — an estimated $67.8K sold.

Independent Financial Group first reported a position in BRW in Q4 2021 and held it in 2 quarters. The position peaked at $67.8K in Q1 2022. 64 funds tracked by Wall St. Rank hold BRW as of Q2 2022.

  • Independent Financial Group reported no remaining Saba Capital Income & Opportunities Fund position as of Q2 2022 after selling out during the quarter.
  • Independent Financial Group sold 7,500 Saba Capital Income & Opportunities Fund shares in Q2 2022, an estimated $67.8K.
  • Independent Financial Group first reported a position in Saba Capital Income & Opportunities Fund in Q4 2021 and held it in 2 quarters.
  • Independent Financial Group's Saba Capital Income & Opportunities Fund position peaked at $67.8K in Q1 2022.
  • 64 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q2 2022.

Based on Independent Financial Group's 13F filing for Q2 2022, filed 12 Jun 2026.