Cetera Investment Advisers
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Cetera Investment Advisers’s Saba Opportunistically Hedged Closed-End Funds ETF CEFS Stock Holding History

Cetera Investment Advisers’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
Q3 		$7.76M Buy
316,610
+30,744
+11% +$773K 0.01% 1360
2026
Q2 		$7.33M Buy
285,866
+17,013
+6% +$421K 0.01% 1342
2026
Q1 		$6.06M Buy
268,853
+15,036
+6% +$346K 0.01% 1374
2025
Q4 		$5.85M Buy
253,817
+20,932
+9% +$476K 0.01% 1362
2025
Q3 		$5.3M Buy
232,885
+32,463
+16% +$731K 0.01% 1367
2025
Q2 		$4.46M Buy
200,422
+14,774
+8% +$316K 0.01% 1264
2025
Q1 		$3.96M Buy
185,648
+12,478
+7% +$274K 0.01% 1263
2024
Q4 		$3.71M Buy
173,170
+14,916
+9% +$330K 0.01% 1221
2024
Q3 		$3.52M Buy
158,254
+11,224
+8% +$242K 0.01% 1207
2024
Q2 		$3.13M Sell
147,030
-45,395
-24% -$930K 0.01% 1263
2024
Q1 		$3.98M Buy
192,425
+48,781
+34% +$954K 0.01% 1102
2023
Q4 		$2.72M Buy
143,644
+9,529
+7% +$171K 0.02% 666
2023
Q3 		$2.35M Buy
134,115
+2,546
+2% +$46.9K 0.02% 690
2023
Q2 		$2.43M Sell
131,569
-14,455
-10% -$262K 0.02% 691
2023
Q1 		$2.67M Buy
146,024
+7,919
+6% +$144K 0.02% 626
2022
Q4 		$2.38M Buy
138,105
+76,060
+123% +$1.33M 0.02% 633
2022
Q3 		$1.03M Sell
62,045
-72
-0.1% -$1.3K 0.02% 696
2022
Q2 		$1.07M Sell
62,117
-16,912
-21% -$312K 0.02% 765
2022
Q1 		$1.56M Buy
79,029
+11,995
+18% +$241K 0.02% 651
2021
Q4 		$1.39M Buy
67,034
+5,636
+9% +$120K 0.02% 679
2021
Q3 		$1.31M Sell
61,398
-2,702
-4% -$57.4K 0.02% 677
2021
Q2 		$1.36M Buy
64,100
+48,455
+310% +$1.02M 0.02% 655
2021
Q1 		$326K Sell
15,645
-41,775
-73% -$850K 0.01% 1215
2020
Q4 		$1.12M Buy
+57,420
New +$1.1M 0.02% 623

Other funds holding CEFS

New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
Arete Wealth Advisors
Arete Wealth Advisors Chicago, Illinois $1.58B AUM 24.44% 1-Year Est. Return
Partners Wealth Management
Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Cetera Investment Advisers's CEFS Position: Q3 2026 in Review

Cetera Investment Advisers increased its Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) stake by 11% in Q3 2026, buying an estimated $773K and bringing the position to 316,610 shares worth $7.76M. The position accounts for 0.01% of the portfolio, ranked #1360.

Cetera Investment Advisers first reported a position in CEFS in Q4 2020 and has held it in 24 quarters since. 79 funds tracked by Wall St. Rank hold CEFS as of Q3 2026.

  • Cetera Investment Advisers held 316,610 shares of Saba Opportunistically Hedged Closed-End Funds ETF worth $7.76M as of Q3 2026.
  • Cetera Investment Advisers bought 30,744 Saba Opportunistically Hedged Closed-End Funds ETF shares in Q3 2026, an estimated $773K.
  • Saba Opportunistically Hedged Closed-End Funds ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q3 2026, its #1360 holding.
  • Cetera Investment Advisers first reported a position in Saba Opportunistically Hedged Closed-End Funds ETF in Q4 2020 and has held it in 24 quarters since.
  • 79 funds tracked by Wall St. Rank held Saba Opportunistically Hedged Closed-End Funds ETF as of Q3 2026.

Based on Cetera Investment Advisers's 13F filing for Q3 2026, filed 13 Nov 2026.