IRC
BRW

Investors Research Corp’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Investors Research Corp’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
2025
Q3 		– Sell
-387
Closed -$3.12K – 878
2025
Q2 		$3.12K Hold
387
– – ﹤0.01% 809
2025
Q1 		$3K Hold
387
– – ﹤0.01% 828
2024
Q4 		$2.95K Hold
387
– – ﹤0.01% 824
2024
Q3 		$2.94K Hold
387
– – ﹤0.01% 857
2024
Q2 		$2.72K Hold
387
– – ﹤0.01% 911
2024
Q1 		$2.82K Hold
387
– – ﹤0.01% 882
2023
Q4 		$2.98K Hold
387
– – ﹤0.01% 909
2023
Q3 		$2.97K Hold
387
– – ﹤0.01% 900
2023
Q2 		$2.98K Hold
387
– – ﹤0.01% 922
2023
Q1 		$3.15K Hold
387
– – ﹤0.01% 928
2022
Q4 		$2.94K Hold
387
– – ﹤0.01% 955
2022
Q3 		$3K Hold
387
– – ﹤0.01% 912
2022
Q2 		$3K Hold
387
– – ﹤0.01% 907
2022
Q1 		$3K Hold
387
– – ﹤0.01% 891
2021
Q4 		$3K Hold
387
– – ﹤0.01% 877
2021
Q3 		$4K Sell
387
-363
-48% -$3.33K ﹤0.01% 870
2021
Q2 		$7K Buy
+750
New +$6.95K ﹤0.01% 819

Other funds holding BRW

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SMA
Seven Mile Advisory Ewing, New Jersey $139M AUM 26.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Investors Research Corp's BRW Position: Q3 2025 in Review

Investors Research Corp sold out of Saba Capital Income & Opportunities Fund (BRW) in Q3 2025, closing a stake of 387 shares — an estimated $3.12K sold.

Investors Research Corp first reported a position in BRW in Q2 2021 and held it in 17 quarters. The position peaked at $7K in Q2 2021. 93 funds tracked by Wall St. Rank hold BRW as of Q3 2025.

  • Investors Research Corp reported no remaining Saba Capital Income & Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Investors Research Corp sold 387 Saba Capital Income & Opportunities Fund shares in Q3 2025, an estimated $3.12K.
  • Investors Research Corp first reported a position in Saba Capital Income & Opportunities Fund in Q2 2021 and held it in 17 quarters.
  • Investors Research Corp's Saba Capital Income & Opportunities Fund position peaked at $7K in Q2 2021.
  • 93 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q3 2025.

Based on Investors Research Corp's 13F filing for Q3 2025, filed 2 Oct 2025.