MML Investors Services
BRW

MML Investors Services’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

MML Investors Services’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 		$105K Buy
16,035
+3,563
+29% +$24K ﹤0.01% 3191
2026
Q1 		$84.1K Sell
12,472
-2,949
-19% -$19.6K ﹤0.01% 2906
2025
Q4 		$108K Buy
+15,421
New +$112K ﹤0.01% 2926

Other funds holding BRW

TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

MML Investors Services's BRW Position: Q2 2026 in Review

MML Investors Services increased its Saba Capital Income & Opportunities Fund (BRW) stake by 29% in Q2 2026, buying an estimated $24K and bringing the position to 16,035 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #3191.

MML Investors Services first reported a position in BRW in Q4 2025 and has held it in 3 quarters since. The position peaked at $108K in Q4 2025. 50 funds tracked by Wall St. Rank hold BRW as of Q2 2026.

  • MML Investors Services held 16,035 shares of Saba Capital Income & Opportunities Fund worth $105K as of Q2 2026.
  • MML Investors Services bought 3,563 Saba Capital Income & Opportunities Fund shares in Q2 2026, an estimated $24K.
  • Saba Capital Income & Opportunities Fund made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #3191 holding.
  • MML Investors Services first reported a position in Saba Capital Income & Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • MML Investors Services's Saba Capital Income & Opportunities Fund position peaked at $108K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.