Caldwell Sutter Capital’s Saba Closed-End Funds ETF CEFS Stock Holding History

Caldwell Sutter Capital’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 Q1	$20.3K	Buy	+900	New	+$20.7K	0.01%	485

Other funds holding CEFS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Caldwell Sutter Capital's CEFS Position: Q1 2026 in Review

Caldwell Sutter Capital opened a new position in Saba Closed-End Funds ETF (CEFS) in Q1 2026: 900 shares worth $20.3K. The stake represents 0.01% of the portfolio and ranks #485 among its holdings.

83 funds tracked by Wall St. Rank hold CEFS as of Q1 2026.

Caldwell Sutter Capital held 900 shares of Saba Closed-End Funds ETF worth $20.3K as of Q1 2026.
Saba Closed-End Funds ETF was a new Caldwell Sutter Capital position in Q1 2026.
Saba Closed-End Funds ETF made up 0.01% of Caldwell Sutter Capital's portfolio in Q1 2026, its #485 holding.
83 funds tracked by Wall St. Rank held Saba Closed-End Funds ETF as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.