IHT Wealth Management, LLC
Position in BRW — Saba Capital Income & Opportunities Fund
CIK 1697490
Chicago, IL
Position in BRW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$512,192
+$124,378 QoQ
Shares Held
75,993
+37.4% QoQ
Ownership
0.149%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BRW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026IHT Wealth Management, LLC holds $62,725,864 across 67 Asset Management names. BRW ranks #33 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
445,405 | $6,142,134 | |
| 2 | GGN |
GAMCO Global Gold, Natural Resources & Income Trust
|
926,634 | $4,929,692 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
71,078 | $3,391,842 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
91,873 | $3,255,979 | |
| 5 | MAIN |
Main Street Capital CORP
|
58,056 | $3,074,645 | |
| 6 | ARCC |
Ares Capital Corp
|
168,260 | $3,032,045 | |
| 7 | DNP |
Dnp Select Income Fund Inc
|
240,689 | $2,479,096 | |
| 8 | BLK |
BlackRock, Inc.
|
2,363 | $2,272,520 |
All Filings in BRW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $512,192 | 75,993 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $387,814 | 55,323 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $265,151 | 34,125 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||