CONSULTIVA WEALTH MANAGEMENT, CORP.
Position in BRW — Saba Capital Income & Opportunities Fund
CIK 1845849
SAN JUAN, PR
Position in BRW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$9,099
-$364 QoQ
Shares Held
1,350
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $82,163 across 4 Asset Management names. BRW ranks #4 (11.1% of the industry book) .
All Filings in BRW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,099 | 1,350 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,463 | 1,350 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,489 | 1,350 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,881 | 1,350 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,476 | 1,350 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||