Atria Investments
CEFS icon

Atria Investments’s Saba Opportunistically Hedged Closed-End Funds ETF CEFS Stock Holding History

Atria Investments’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 		– Sell
-8,390
Closed -$215K – 2157
2026
Q2 		$215K Buy
+8,390
New +$208K ﹤0.01% 2030

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Horizon Investments
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Cetera Investment Advisers
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Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
Arete Wealth Advisors
Arete Wealth Advisors Chicago, Illinois $1.58B AUM 24.44% 1-Year Est. Return
Partners Wealth Management
Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Atria Investments's CEFS Position: Q3 2026 in Review

Atria Investments sold out of Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) in Q3 2026, closing a stake of 8,390 shares — an estimated $215K sold.

Atria Investments first reported a position in CEFS in Q2 2026 and held it in 1 quarter. The position peaked at $215K in Q2 2026. 79 funds tracked by Wall St. Rank hold CEFS as of Q3 2026.

  • Atria Investments reported no remaining Saba Opportunistically Hedged Closed-End Funds ETF position as of Q3 2026 after selling out during the quarter.
  • Atria Investments sold 8,390 Saba Opportunistically Hedged Closed-End Funds ETF shares in Q3 2026, an estimated $215K.
  • Atria Investments first reported a position in Saba Opportunistically Hedged Closed-End Funds ETF in Q2 2026 and held it in 1 quarter.
  • Atria Investments's Saba Opportunistically Hedged Closed-End Funds ETF position peaked at $215K in Q2 2026.
  • 79 funds tracked by Wall St. Rank held Saba Opportunistically Hedged Closed-End Funds ETF as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.