AWM
SABA

Accel Wealth Management’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

Accel Wealth Management’s Portfolio SABA Stock Details SABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,362
Closed -$20.8K – 720
2023
Q1 		$20.8K Buy
2,362
+50
+2% +$433 0.01% 700
2022
Q4 		$20K Buy
2,312
+48
+2% +$403 0.01% 549
2022
Q3 		$20K Buy
2,264
+48
+2% +$434 0.01% 555
2022
Q2 		$19K Buy
2,216
+51
+2% +$473 0.01% 560
2022
Q1 		$22K Buy
2,165
+44
+2% +$443 0.01% 537
2021
Q4 		$22K Buy
2,121
+41
+2% +$438 0.01% 554
2021
Q3 		$22K Buy
2,080
+41
+2% +$450 0.01% 485
2021
Q2 		$23K Hold
2,039
– – 0.02% 512
2021
Q1 		$22K Hold
2,039
– – 0.02% 487
2020
Q4 		$22K Buy
+2,039
New +$21.8K 0.02% 467

Other funds holding SABA

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AC
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IA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return