Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Saba Opportunistically Hedged 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
Q2 		$1.35M Buy
52,709
+9,311
+21% +$230K ﹤0.01% 2017
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 $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

Cambridge Investment Research Advisors's CEFS Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) stake by 21% in Q2 2026, buying an estimated $230K and bringing the position to 52,709 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

Cambridge Investment Research Advisors first reported a position in CEFS in Q3 2020 and has held it in 24 quarters since. 92 funds tracked by Wall St. Rank hold CEFS as of Q2 2026.

  • Cambridge Investment Research Advisors held 52,709 shares of Saba Opportunistically Hedged Closed-End Funds ETF worth $1.35M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 9,311 Saba Opportunistically Hedged Closed-End Funds ETF shares in Q2 2026, an estimated $230K.
  • Saba Opportunistically Hedged Closed-End Funds ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2017 holding.
  • Cambridge Investment Research Advisors first reported a position in Saba Opportunistically Hedged Closed-End Funds ETF in Q3 2020 and has held it in 24 quarters since.
  • 92 funds tracked by Wall St. Rank held Saba Opportunistically Hedged Closed-End Funds ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.