Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Saba Closed-End Funds ETF CEFS Stock Holding History

Cambridge Investment Research 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
Q1 		$979K Buy
43,398
+19,614
+82% +$451K ﹤0.01% 2192
2025
Q4 		$548K Buy
23,784
+8,716
+58% +$198K ﹤0.01% 2632
2025
Q3 		$343K Buy
15,068
+1,654
+12% +$37.2K ﹤0.01% 2997
2025
Q2 		$298K Sell
13,414
-1,485
-10% -$31.8K ﹤0.01% 2983
2025
Q1 		$318K Sell
14,899
-4,411
-23% -$96.8K ﹤0.01% 2812
2024
Q4 		$414K Sell
19,310
-4,039
-17% -$89.4K ﹤0.01% 2583
2024
Q3 		$520K Buy
23,349
+4,522
+24% +$97.5K ﹤0.01% 2380
2024
Q2 		$401K Buy
18,827
+2,029
+12% +$41.6K ﹤0.01% 2472
2024
Q1 		$347K Sell
16,798
-4,622
-22% -$90.4K ﹤0.01% 2586
2023
Q4 		$406K Buy
21,420
+787
+4% +$14.1K ﹤0.01% 2358
2023
Q3 		$361K Buy
20,633
+562
+3% +$10.3K ﹤0.01% 2358
2023
Q2 		$370K Sell
20,071
-1,576
-7% -$28.5K ﹤0.01% 2363
2023
Q1 		$395K Buy
21,647
+5,068
+31% +$92K ﹤0.01% 2262
2022
Q4 		$286K Buy
16,579
+12
+0.1% +$210 ﹤0.01% 2467
2022
Q3 		$276K Buy
16,567
+459
+3% +$8.3K ﹤0.01% 2432
2022
Q2 		$277K Buy
16,108
+1,755
+12% +$32.4K ﹤0.01% 2449
2022
Q1 		$283K Sell
14,353
-16,478
-53% -$331K ﹤0.01% 2594
2021
Q4 		$638K Buy
30,831
+4,354
+16% +$93K ﹤0.01% 1917
2021
Q3 		$563K Buy
26,477
+3,635
+16% +$77.3K ﹤0.01% 1955
2021
Q2 		$486K Buy
22,842
+5,164
+29% +$109K ﹤0.01% 2083
2021
Q1 		$369K Buy
17,678
+4,758
+37% +$96.8K ﹤0.01% 2134
2020
Q4 		$252K Buy
12,920
+1,585
+14% +$30.3K ﹤0.01% 2281
2020
Q3 		$207K Buy
+11,335
New +$209K ﹤0.01% 2212

Other funds holding CEFS

LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AF
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Cambridge Investment Research Advisors's CEFS Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Saba Closed-End Funds ETF (CEFS) stake by 82% in Q1 2026, buying an estimated $451K and bringing the position to 43,398 shares worth $979K. The position accounts for ﹤0.01% of the portfolio, ranked #2192.

Cambridge Investment Research Advisors first reported a position in CEFS in Q3 2020 and has held it in 23 quarters since. 83 funds tracked by Wall St. Rank hold CEFS as of Q1 2026.

  • Cambridge Investment Research Advisors held 43,398 shares of Saba Closed-End Funds ETF worth $979K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 19,614 Saba Closed-End Funds ETF shares in Q1 2026, an estimated $451K.
  • Saba Closed-End Funds ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2192 holding.
  • Cambridge Investment Research Advisors first reported a position in Saba Closed-End Funds ETF in Q3 2020 and has held it in 23 quarters since.
  • 83 funds tracked by Wall St. Rank held Saba Closed-End Funds ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.