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Cetera Advisors’s Saba Closed-End Funds ETF CEFS Stock Holding History

Cetera 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
2024
Q1 		$1.37M Buy
+66,507
New +$1.3M 0.01% 1003

Other funds holding CEFS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
Fortress Wealth Management Culver City, California $225M AUM 11.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Advisors's CEFS Position: Q1 2024 in Review

Cetera Advisors opened a new position in Saba Closed-End Funds ETF (CEFS) in Q1 2024: 66,507 shares worth $1.37M. The stake represents 0.01% of the portfolio and ranks #1003 among its holdings.

60 funds tracked by Wall St. Rank hold CEFS as of Q1 2024.

  • Cetera Advisors held 66,507 shares of Saba Closed-End Funds ETF worth $1.37M as of Q1 2024.
  • Saba Closed-End Funds ETF was a new Cetera Advisors position in Q1 2024.
  • Saba Closed-End Funds ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1003 holding.
  • 60 funds tracked by Wall St. Rank held Saba Closed-End Funds ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.