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Equibles

Global Retirement Partners, LLC

Pension

Position in BRW — Saba Capital Income & Opportunities Fund

CIK 1749744 San Rafael, CA
Back to BRW Full portfolio

Position in BRW

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$26
-$1,284 QoQ
Shares Held
4
-97.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#95
of 96 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BRW Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Global Retirement Partners, LLC holds $52,209,770 across 225 Asset Management names. BRW ranks #223 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 44,901 $5,283,500
2 BLK
BlackRock, Inc.
 5,488 $5,277,041
3 BXSL
Blackstone Secured Lending Fund
 103,935 $2,464,298
4 CII
BlackRock Enhanced Large Cap Core Fund, Inc.
 64,990 $1,699,488
5 STT
State Street Corp
 9,882 $1,675,987
6 APO
Apollo Global Management, Inc.
 12,053 $1,425,990
7 ARCC
Ares Capital Corp
 75,075 $1,391,139
8 OTF
Blue Owl Technology Finance Corp.
 121,264 $1,255,082

All Filings in BRW

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $26 4
2025-12-31 $1,310 187
2025-09-30 $1,452 187
2025-06-30 $1,507 187
2024-12-31 $1,424 187
2024-09-30 $1,419 187
2024-06-30 $1,316 187
2024-03-31 $1,363 187
2023-12-31 $1,441 187
2023-09-30 $1,436 187
2023-06-30 $1,439 187
2023-03-31 $1,524 187
2022-12-31 $1,423 187
2022-09-30 $1,479 187