Marks Group Wealth Management, Inc
- SEC CIK
- 0001802473
- Latest filing
- Jul 27, 2026
BRW holding history
Saba Capital Income & Opportunities Fund in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BRW overviewAll 13F holders of BRWFull Q2 2026 holdings
- Shares (Q2 2026)
- 172,790
- Value
- $1.14M
- % of portfolio
- 0.1%
- Quarters held
- 10
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 172,790 | $1.14M | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 172,790 | $1.16M | 0.1% | −12,846−6.9% | Reduced | Holders |
| Q4 2025 | 185,636 | $1.30M | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 185,636 | $1.44M | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 185,636 | $1.50M | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 185,636 | $1.44M | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 185,636 | $1.41M | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 185,636 | $1.41M | 0.1% | +1,380+0.7% | Added | Holders |
| Q2 2024 | 184,256 | $1.30M | 0.1% | +80,534+77.6% | Added | Holders |
| Q1 2024 | 103,722 | $756.1K | 0.1% | +103,722 | New | Holders |