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Amplius Wealth Advisors’s Saba Closed-End Funds ETF CEFS Stock Holding History

Amplius Wealth Advisors’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
Q2 		$740K Buy
28,861
+479
+2% +$11.9K 0.05% 94
2026
Q1 		$640K Buy
28,382
+831
+3% +$19.1K 0.05% 95
2025
Q4 		$635K Buy
27,551
+502
+2% +$11.4K 0.05% 94
2025
Q3 		$616K Buy
27,049
+335
+1% +$7.54K 0.05% 95
2025
Q2 		$594K Buy
26,714
+512
+2% +$11K 0.06% 106
2025
Q1 		$559K Buy
26,202
+902
+4% +$19.8K 0.06% 106
2024
Q4 		$542K Buy
25,300
+316
+1% +$6.99K 0.06% 101
2024
Q3 		$556K Buy
24,984
+478
+2% +$10.3K 0.06% 93
2024
Q2 		$522K Buy
24,506
+45
+0.2% +$922 0.06% 96
2024
Q1 		$506K Buy
24,461
+512
+2% +$10K 0.06% 96
2023
Q4 		$454K Buy
23,949
+630
+3% +$11.3K 0.05% 102
2023
Q3 		$409K Buy
23,319
+527
+2% +$9.71K 0.05% 105
2023
Q2 		$421K Buy
+22,792
New +$413K 0.06% 107

Other funds holding CEFS

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return

Amplius Wealth Advisors's CEFS Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Saba Closed-End Funds ETF (CEFS) stake by 1.7% in Q2 2026, buying an estimated $11.9K and bringing the position to 28,861 shares worth $740K. The position accounts for 0.05% of the portfolio, ranked #94.

Amplius Wealth Advisors first reported a position in CEFS in Q2 2023 and has held it in 13 quarters since. 18 funds tracked by Wall St. Rank hold CEFS as of Q2 2026.

  • Amplius Wealth Advisors held 28,861 shares of Saba Closed-End Funds ETF worth $740K as of Q2 2026.
  • Amplius Wealth Advisors bought 479 Saba Closed-End Funds ETF shares in Q2 2026, an estimated $11.9K.
  • Saba Closed-End Funds ETF made up 0.05% of Amplius Wealth Advisors's portfolio in Q2 2026, its #94 holding.
  • Amplius Wealth Advisors first reported a position in Saba Closed-End Funds ETF in Q2 2023 and has held it in 13 quarters since.
  • 18 funds tracked by Wall St. Rank held Saba Closed-End Funds ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.