NA
BRW

NewEdge Advisors’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

NewEdge Advisors’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 		$148K Buy
22,451
+399
+2% +$2.69K ﹤0.01% 2848
2026
Q1 		$149K Sell
22,052
-194,633
-90% -$1.3M ﹤0.01% 2668
2025
Q4 		$1.52M Sell
216,685
-93,160
-30% -$674K 0.01% 1214
2025
Q3 		$2.41M Buy
309,845
+27,660
+10% +$227K 0.01% 926
2025
Q2 		$2.27M Buy
282,185
+40,431
+17% +$307K 0.01% 876
2025
Q1 		$1.88M Buy
241,754
+119,259
+97% +$930K 0.01% 897
2024
Q4 		$933K Buy
122,495
+93,191
+318% +$709K 0.01% 1196
2024
Q3 		$222K Buy
29,304
+9,043
+45% +$66K ﹤0.01% 1953
2024
Q2 		$143K Buy
20,261
+5,291
+35% +$38K ﹤0.01% 2014
2024
Q1 		$109K Buy
+14,970
New +$111K ﹤0.01% 2038
2022
Q1 		– Sell
-13,266
Closed -$120K – 1213
2021
Q4 		$120K Buy
+13,266
New +$121K ﹤0.01% 1578

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

NewEdge Advisors's BRW Position: Q2 2026 in Review

NewEdge Advisors increased its Saba Capital Income & Opportunities Fund (BRW) stake by 1.8% in Q2 2026, buying an estimated $2.69K and bringing the position to 22,451 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #2848.

NewEdge Advisors first reported a position in BRW in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.41M in Q3 2025. 95 funds tracked by Wall St. Rank hold BRW as of Q2 2026.

  • NewEdge Advisors held 22,451 shares of Saba Capital Income & Opportunities Fund worth $148K as of Q2 2026.
  • NewEdge Advisors bought 399 Saba Capital Income & Opportunities Fund shares in Q2 2026, an estimated $2.69K.
  • Saba Capital Income & Opportunities Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2848 holding.
  • NewEdge Advisors first reported a position in Saba Capital Income & Opportunities Fund in Q4 2021 and has held it in 11 quarters since.
  • NewEdge Advisors's Saba Capital Income & Opportunities Fund position peaked at $2.41M in Q3 2025.
  • 95 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.