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Wealth Preservation Advisors, LLC

SEC CIK
0001968434
Latest filing
Aug 14, 2026

BRW holding history

Saba Capital Income & Opportunities Fund in every 13F filed by Wealth Preservation Advisors, LLC, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2025
Holdings of BRW by Wealth Preservation Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,000−100.0%Sold outHolders
Q4 20252,000$14.0K<0.1%00.0%UnchangedHolders
Q3 20252,000$15.5K<0.1%00.0%UnchangedHolders
Q2 20252,000$16.1K<0.1%00.0%UnchangedHolders
Q1 20252,000$15.5K<0.1%–No prior filingHolders