WPA
BRW

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

Wealth Preservation 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
Q1 		– Sell
-2,000
Closed -$14K – 1044
2025
Q4 		$14K Hold
2,000
– – 0.01% 278
2025
Q3 		$15.5K Hold
2,000
– – 0.01% 267
2025
Q2 		$16.1K Hold
2,000
– – 0.01% 261
2025
Q1 		$15.5K Buy
+2,000
New +$15.6K 0.01% 283

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

Wealth Preservation Advisors's BRW Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Saba Capital Income & Opportunities Fund (BRW) in Q1 2026, closing a stake of 2,000 shares — an estimated $14K sold.

Wealth Preservation Advisors first reported a position in BRW in Q1 2025 and held it in 4 quarters. The position peaked at $16.1K in Q2 2025. 93 funds tracked by Wall St. Rank hold BRW as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Saba Capital Income & Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 2,000 Saba Capital Income & Opportunities Fund shares in Q1 2026, an estimated $14K.
  • Wealth Preservation Advisors first reported a position in Saba Capital Income & Opportunities Fund in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Saba Capital Income & Opportunities Fund position peaked at $16.1K in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.