MWM
BRW

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

Maridea 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
2025
Q4 		– Sell
-11,773
Closed -$85.6K – 417
2025
Q3 		$85.6K Buy
+11,773
New +$96.8K 0.01% 415

Other funds holding BRW

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Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
SMA
Seven Mile Advisory Ewing, New Jersey $139M AUM 26.01% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Maridea Wealth Management's BRW Position: Q4 2025 in Review

Maridea Wealth Management sold out of Saba Capital Income & Opportunities Fund (BRW) in Q4 2025, closing a stake of 11,773 shares — an estimated $85.6K sold.

Maridea Wealth Management first reported a position in BRW in Q3 2025 and held it in 1 quarter. The position peaked at $85.6K in Q3 2025. 102 funds tracked by Wall St. Rank hold BRW as of Q4 2025.

  • Maridea Wealth Management reported no remaining Saba Capital Income & Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Maridea Wealth Management sold 11,773 Saba Capital Income & Opportunities Fund shares in Q4 2025, an estimated $85.6K.
  • Maridea Wealth Management first reported a position in Saba Capital Income & Opportunities Fund in Q3 2025 and held it in 1 quarter.
  • Maridea Wealth Management's Saba Capital Income & Opportunities Fund position peaked at $85.6K in Q3 2025.
  • 102 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q4 2025.

Based on Maridea Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.