SWP
BRW

Significant Wealth Partners’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Significant Wealth Partners’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
2024
Q1 		– Sell
-505,579
Closed -$3.9M – 153
2023
Q4 		$3.9M Buy
+505,579
New +$3.85M 2.84% 7

Other funds holding BRW

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 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
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Significant Wealth Partners's BRW Position: Q1 2024 in Review

Significant Wealth Partners sold out of Saba Capital Income & Opportunities Fund (BRW) in Q1 2024, closing a stake of 505,579 shares — an estimated $3.9M sold.

Significant Wealth Partners first reported a position in BRW in Q4 2023 and held it in 1 quarter. The position peaked at $3.9M in Q4 2023. 72 funds tracked by Wall St. Rank hold BRW as of Q1 2024.

  • Significant Wealth Partners reported no remaining Saba Capital Income & Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 505,579 Saba Capital Income & Opportunities Fund shares in Q1 2024, an estimated $3.9M.
  • Significant Wealth Partners first reported a position in Saba Capital Income & Opportunities Fund in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's Saba Capital Income & Opportunities Fund position peaked at $3.9M in Q4 2023.
  • 72 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q1 2024.

Based on Significant Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.