PEAK FINANCIAL ADVISORS LLC
Position in BRW — Saba Capital Income & Opportunities Fund
CIK 1843309
DENVER, CO
Position in BRW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$591,273
-$1,429 QoQ
Shares Held
89,996
+2.3% QoQ
Ownership
0.177%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#7
of 40 holders
Holding Since
Dec 2023
11 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, 2026PEAK FINANCIAL ADVISORS LLC holds $591,273 across 1 Asset Management name. BRW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRW |
Saba Capital Income & Opportunities Fund
This page
|
89,996 | $591,273 |
All Filings in BRW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $591,273 | 89,996 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $592,702 | 87,938 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $593,627 | 84,683 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $494,949 | 63,700 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $511,253 | 63,431 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $483,448 | 62,300 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $466,183 | 61,179 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $464,113 | 61,148 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $404,750 | 57,493 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $352,187 | 48,311 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $338,661 | 43,925 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||