SFGP
BRW

Stonebridge Financial Group (Pennsylvania)’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-1
Closed -$9 – 311
2025
Q1 		$9 Hold
1
– – ﹤0.01% 1001
2024
Q4 		$8 Buy
+1
New +$8 ﹤0.01% 830

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AIA
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Invesco
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TJHA
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LPL Financial
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ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s BRW Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Saba Capital Income & Opportunities Fund (BRW) in Q2 2025, closing a stake of 1 share — an estimated $9 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in BRW in Q4 2024 and held it in 2 quarters. The position peaked at $9 in Q1 2025. 80 funds tracked by Wall St. Rank hold BRW as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Saba Capital Income & Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1 Saba Capital Income & Opportunities Fund share in Q2 2025, an estimated $9.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Saba Capital Income & Opportunities Fund in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Saba Capital Income & Opportunities Fund position peaked at $9 in Q1 2025.
  • 80 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.