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Boreal Capital Management’s Saba Opportunistically Hedged Closed-End Funds ETF CEFS Stock Holding History

Boreal Capital Management’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 		$78.8K Buy
+3,075
New +$76.1K 0.06% 165
2026
Q1 		– Sell
-3,075
Closed -$70.8K – 171
2025
Q4 		$70.8K Hold
3,075
– – 0.05% 183
2025
Q3 		$70K Hold
3,075
– – 0.06% 188
2025
Q2 		$68.4K Buy
+3,075
New +$65.8K 0.06% 192

Other funds holding CEFS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Boreal Capital Management's CEFS Position: Q2 2026 in Review

Boreal Capital Management opened a new position in Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) in Q2 2026: 3,075 shares worth $78.8K. The stake represents 0.06% of the portfolio and ranks #165 among its holdings. This is a return to the name: Boreal Capital Management previously reported a position in CEFS as recently as Q4 2025.

Boreal Capital Management first reported a position in CEFS in Q2 2025 and has held it in 4 quarters since. 92 funds tracked by Wall St. Rank hold CEFS as of Q2 2026.

  • Boreal Capital Management held 3,075 shares of Saba Opportunistically Hedged Closed-End Funds ETF worth $78.8K as of Q2 2026.
  • Saba Opportunistically Hedged Closed-End Funds ETF was a new Boreal Capital Management position in Q2 2026.
  • Saba Opportunistically Hedged Closed-End Funds ETF made up 0.06% of Boreal Capital Management's portfolio in Q2 2026, its #165 holding.
  • Boreal Capital Management first reported a position in Saba Opportunistically Hedged Closed-End Funds ETF in Q2 2025 and has held it in 4 quarters since.
  • 92 funds tracked by Wall St. Rank held Saba Opportunistically Hedged Closed-End Funds ETF as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.