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Royce Micro Capital Trust shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Royce Micro Capital Trust (RMT) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Royce Micro Capital Trust

Tip: Access up to 7 years of quarterly data

All positions including Royce Micro Capital Trust held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Royce Micro Capital Trust by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $328k 31k 10.43

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Top funds holding Royce Micro Capital Trust

Saba Capital Management
Modern Wealth Management
UBS Group
Allspring Global Investments Holdings
Alexander Randolph Advisory
Rivernorth Capital Management
Shaker Financial Services
LPL Financial
Punch & Associates Investment Management
Wells Fargo & Company
Blue Bell Private Wealth Management
Flagship Harbor Advisors
Mraz, Amerine & Associates
Wolverine Asset Management
Raymond James Financial

View all funds holding Royce Micro Capital Trust