Creative Planning
Position in BRW — Saba Capital Income & Opportunities Fund
CIK 1540235
OVERLAND PARK, KS
Position in BRW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$72,839
New position
Shares Held
10,807
first reported quarter
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Mar 31, 2026Creative Planning holds $438,247,950 across 181 Asset Management names. BRW ranks #169 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
401,722 | $46,194,012 | |
| 2 | CGBD |
Carlyle Secured Lending, Inc.
|
3,231,986 | $35,357,926 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
1,360,717 | $32,235,385 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
794,790 | $32,165,151 | |
| 5 | BLK |
BlackRock, Inc.
|
29,533 | $28,402,181 | |
| 6 | AMP |
Ameriprise Financial Inc
|
39,543 | $17,572,909 | |
| 7 | STT |
State Street Corp
|
113,253 | $14,333,299 | |
| 8 | KKR |
KKR & Co. Inc.
|
149,655 | $13,843,087 |
All Filings in BRW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,839 | 10,807 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||