CIA
SABA

Capital Investment Advisors’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

Capital Investment Advisors’s Portfolio SABA Stock Details SABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$257K Buy
30,771
+10,969
+55% +$92.2K ﹤0.01% 686
2026
Q1 		$165K Buy
19,802
+5,421
+38% +$44.2K ﹤0.01% 728
2025
Q4 		$119K Buy
+14,381
New +$126K ﹤0.01% 723

Other funds holding SABA

TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
QCA
Quantify Chaos Advisors Brooklyn, New York $35.5M AUM
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Capital Investment Advisors's SABA Position: Q2 2026 in Review

Capital Investment Advisors increased its Saba Capital Income & Opportunities Fund II (SABA) stake by 55% in Q2 2026, buying an estimated $92.2K and bringing the position to 30,771 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Capital Investment Advisors first reported a position in SABA in Q4 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold SABA as of Q2 2026.

  • Capital Investment Advisors held 30,771 shares of Saba Capital Income & Opportunities Fund II worth $257K as of Q2 2026.
  • Capital Investment Advisors bought 10,969 Saba Capital Income & Opportunities Fund II shares in Q2 2026, an estimated $92.2K.
  • Saba Capital Income & Opportunities Fund II made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #686 holding.
  • Capital Investment Advisors first reported a position in Saba Capital Income & Opportunities Fund II in Q4 2025 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.