IWC
BRW

Integrated Wealth Concepts’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Integrated Wealth Concepts’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 		$29.4K Buy
+4,480
New +$30.2K ﹤0.01% 3790

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

Integrated Wealth Concepts's BRW Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Saba Capital Income & Opportunities Fund (BRW) in Q2 2026: 4,480 shares worth $29.4K. The stake represents ﹤0.01% of the portfolio and ranks #3790 among its holdings.

97 funds tracked by Wall St. Rank hold BRW as of Q2 2026.

  • Integrated Wealth Concepts held 4,480 shares of Saba Capital Income & Opportunities Fund worth $29.4K as of Q2 2026.
  • Saba Capital Income & Opportunities Fund was a new Integrated Wealth Concepts position in Q2 2026.
  • Saba Capital Income & Opportunities Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3790 holding.
  • 97 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q2 2026.

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