SMA
BRW

Seven Mile Advisory’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Seven Mile Advisory’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
Q1 		– Sell
-816,075
Closed -$5.72M – 192
2025
Q4 		$5.72M Buy
816,075
+206,453
+34% +$1.49M 0.98% 30
2025
Q3 		$4.74M Buy
+609,622
New +$5.01M 0.76% 37

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
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 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

Seven Mile Advisory's BRW Position: Q1 2026 in Review

Seven Mile Advisory sold out of Saba Capital Income & Opportunities Fund (BRW) in Q1 2026, closing a stake of 816,075 shares — an estimated $5.72M sold.

Seven Mile Advisory first reported a position in BRW in Q3 2025 and held it in 2 quarters. The position peaked at $5.72M in Q4 2025. 93 funds tracked by Wall St. Rank hold BRW as of Q1 2026.

  • Seven Mile Advisory reported no remaining Saba Capital Income & Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Seven Mile Advisory sold 816,075 Saba Capital Income & Opportunities Fund shares in Q1 2026, an estimated $5.72M.
  • Seven Mile Advisory first reported a position in Saba Capital Income & Opportunities Fund in Q3 2025 and held it in 2 quarters.
  • Seven Mile Advisory's Saba Capital Income & Opportunities Fund position peaked at $5.72M in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.