RCM
BRW

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

Raleigh Capital 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
Q1 		– Sell
-2,400
Closed -$18.3K – 635
2024
Q4 		$18.3K Hold
2,400
– – 0.01% 476
2024
Q3 		$18.2K Hold
2,400
– – 0.01% 458
2024
Q2 		$16.9K Buy
2,400
+300
+14% +$2.16K 0.01% 457
2024
Q1 		$15.3K Hold
2,100
– – 0.01% 475
2023
Q4 		$16.2K Buy
2,100
+300
+17% +$2.29K 0.01% 479
2023
Q3 		$13.8K Buy
1,800
+100
+6% +$781 0.01% 450
2023
Q2 		$13.1K Buy
1,700
+280
+20% +$2.22K 0.01% 438
2023
Q1 		$11.6K Buy
1,420
+120
+9% +$969 0.01% 471
2022
Q4 		$9.89K Buy
1,300
+130
+11% +$1.02K 0.01% 444
2022
Q3 		$9K Buy
+1,170
New +$9.58K 0.01% 374

Other funds holding BRW

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return

Raleigh Capital Management's BRW Position: Q1 2025 in Review

Raleigh Capital Management sold out of Saba Capital Income & Opportunities Fund (BRW) in Q1 2025, closing a stake of 2,400 shares — an estimated $18.3K sold.

Raleigh Capital Management first reported a position in BRW in Q3 2022 and held it in 10 quarters. The position peaked at $18.3K in Q4 2024. 78 funds tracked by Wall St. Rank hold BRW as of Q1 2025.

  • Raleigh Capital Management reported no remaining Saba Capital Income & Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 2,400 Saba Capital Income & Opportunities Fund shares in Q1 2025, an estimated $18.3K.
  • Raleigh Capital Management first reported a position in Saba Capital Income & Opportunities Fund in Q3 2022 and held it in 10 quarters.
  • Raleigh Capital Management's Saba Capital Income & Opportunities Fund position peaked at $18.3K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.