Advisornet Financial’s Saba Opportunistically Hedged Closed-End Funds ETF CEFS Stock Holding History

Advisornet Financial’s Portfolio CEFS Stock Details CEFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.13M	Buy	338,747 +15,539	+5%	+$391K	0.37%	60
2026 Q2	$8.29M	Buy	323,208 +41,785	+15%	+$1.03M	0.38%	57
2026 Q1	$6.35M	Buy	281,423 +5,696	+2%	+$131K	0.33%	68
2025 Q4	$6.35M	Buy	275,727 +81,559	+42%	+$1.86M	0.34%	65
2025 Q3	$4.42M	Buy	194,168 +61,084	+46%	+$1.37M	0.25%	87
2025 Q2	$2.96M	Buy	133,084 +18,513	+16%	+$396K	0.19%	110
2025 Q1	$2.44M	Buy	+114,571	New	+$2.52M	0.18%	116

Other funds holding CEFS

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $145M AUM 16.02% 1-Year Est. Return

Commerce Advisors Memphis, Tennessee $212M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Advisornet Financial's CEFS Position: Q3 2026 in Review

Advisornet Financial increased its Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) stake by 4.8% in Q3 2026, buying an estimated $391K and bringing the position to 338,747 shares worth $8.13M. The position accounts for 0.37% of the portfolio, ranked #60.

Advisornet Financial first reported a position in CEFS in Q1 2025 and has held it in 7 quarters since. The position peaked at $8.29M in Q2 2026. 26 funds tracked by Wall St. Rank hold CEFS as of Q3 2026.

Advisornet Financial held 338,747 shares of Saba Opportunistically Hedged Closed-End Funds ETF worth $8.13M as of Q3 2026.
Advisornet Financial bought 15,539 Saba Opportunistically Hedged Closed-End Funds ETF shares in Q3 2026, an estimated $391K.
Saba Opportunistically Hedged Closed-End Funds ETF made up 0.37% of Advisornet Financial's portfolio in Q3 2026, its #60 holding.
Advisornet Financial first reported a position in Saba Opportunistically Hedged Closed-End Funds ETF in Q1 2025 and has held it in 7 quarters since.
Advisornet Financial's Saba Opportunistically Hedged Closed-End Funds ETF position peaked at $8.29M in Q2 2026.
26 funds tracked by Wall St. Rank held Saba Opportunistically Hedged Closed-End Funds ETF as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.