TA
BRW

Tactive Advisors’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Tactive Advisors’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
Q2 		$122K Sell
18,535
-150
-0.8% -$1.01K 0.03% 270
2026
Q1 		$126K Sell
18,685
-3,842
-17% -$25.6K 0.04% 255
2025
Q4 		$158K Buy
+22,527
New +$163K 0.05% 238

Other funds holding BRW

SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
PA
Perennial Advisors New York $643M AUM 23.36% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
KTC
Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return