NWMP
BRW

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

Noble Wealth Management PBC’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 		$139K Sell
21,144
-7,064
-25% -$47.6K 0.06% 186
2026
Q1 		$190K Sell
28,208
-123,496
-81% -$823K 0.1% 149
2025
Q4 		$1.06M Buy
151,704
+58,203
+62% +$421K 0.53% 51
2025
Q3 		$727K Buy
+93,501
New +$769K 0.39% 68
2025
Q1 		$699K Buy
90,059
+84,559
+1,537% +$660K 0.48% 62
2024
Q4 		$41.9K Buy
+5,500
New +$41.8K 0.03% 214

Other funds holding BRW

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 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
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Noble Wealth Management PBC's BRW Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its Saba Capital Income & Opportunities Fund (BRW) stake by 25% in Q2 2026, selling an estimated $47.6K and leaving 21,144 shares worth $139K. The position accounts for 0.06% of the portfolio, ranked #186.

Noble Wealth Management PBC first reported a position in BRW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.06M in Q4 2025. 27 funds tracked by Wall St. Rank hold BRW as of Q2 2026.

  • Noble Wealth Management PBC held 21,144 shares of Saba Capital Income & Opportunities Fund worth $139K as of Q2 2026.
  • Noble Wealth Management PBC sold 7,064 Saba Capital Income & Opportunities Fund shares in Q2 2026, an estimated $47.6K.
  • Saba Capital Income & Opportunities Fund made up 0.06% of Noble Wealth Management PBC's portfolio in Q2 2026, its #186 holding.
  • Noble Wealth Management PBC first reported a position in Saba Capital Income & Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
  • Noble Wealth Management PBC's Saba Capital Income & Opportunities Fund position peaked at $1.06M in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.