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

Spire Wealth 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
2026 Q1	–	Sell	-1,000	Closed	-$7.01K	–	2274
2025 Q4	$7.01K	Hold	1,000	–	–	﹤0.01%	1830
2025 Q3	$7.77K	Hold	1,000	–	–	﹤0.01%	1846
2025 Q2	$8.06K	Hold	1,000	–	–	﹤0.01%	1795
2025 Q1	$7.76K	Hold	1,000	–	–	﹤0.01%	1919
2024 Q4	$7.62K	Buy	+1,000	New	+$7.6K	﹤0.01%	1916
2021 Q2	–	Sell	-24,581	Closed	-$228K	–	2628
2021 Q1	$228K	Buy	+24,581	New	+$224K	0.01%	1009

Other funds holding BRW

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Spire Wealth Management's BRW Position: Q1 2026 in Review

Spire Wealth Management sold out of Saba Capital Income & Opportunities Fund (BRW) in Q1 2026, closing a stake of 1,000 shares — an estimated $7.01K sold.

Spire Wealth Management first reported a position in BRW in Q1 2021 and held it in 6 quarters. The position peaked at $228K in Q1 2021. 93 funds tracked by Wall St. Rank hold BRW as of Q1 2026.

Spire Wealth Management reported no remaining Saba Capital Income & Opportunities Fund position as of Q1 2026 after selling out during the quarter.
Spire Wealth Management sold 1,000 Saba Capital Income & Opportunities Fund shares in Q1 2026, an estimated $7.01K.
Spire Wealth Management first reported a position in Saba Capital Income & Opportunities Fund in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's Saba Capital Income & Opportunities Fund position peaked at $228K in Q1 2021.
93 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.