CIBC Private Wealth Group
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CIBC Private Wealth Group’s Saba Closed-End Funds ETF CEFS Stock Holding History

CIBC Private Wealth Group’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
2025
Q2 		– Sell
-1,000
Closed -$19.4K – 3118
2025
Q1 		$19.4K Hold
1,000
– – ﹤0.01% 2003
2024
Q4 		$21.6K Sell
1,000
-22
-2% -$487 ﹤0.01% 2024
2024
Q3 		$22.7K Buy
1,022
+22
+2% +$474 ﹤0.01% 2102
2024
Q2 		$21.5K Hold
1,000
– – ﹤0.01% 1997
2024
Q1 		$20.5K Buy
+1,000
New +$19.6K ﹤0.01% 2035
2018
Q3 		– Sell
-847
Closed -$17K – 1078
2018
Q2 		$17K Hold
847
– – ﹤0.01% 1443
2018
Q1 		$17K Hold
847
– – ﹤0.01% 1413
2017
Q4 		$18K Buy
+847
New +$18.1K ﹤0.01% 1421

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
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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC Private Wealth Group's CEFS Position: Q2 2025 in Review

CIBC Private Wealth Group sold out of Saba Closed-End Funds ETF (CEFS) in Q2 2025, closing a stake of 1,000 shares — an estimated $19.4K sold.

CIBC Private Wealth Group first reported a position in CEFS in Q4 2017 and held it in 8 quarters. The position peaked at $22.7K in Q3 2024. 75 funds tracked by Wall St. Rank hold CEFS as of Q2 2025.

  • CIBC Private Wealth Group reported no remaining Saba Closed-End Funds ETF position as of Q2 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,000 Saba Closed-End Funds ETF shares in Q2 2025, an estimated $19.4K.
  • CIBC Private Wealth Group first reported a position in Saba Closed-End Funds ETF in Q4 2017 and held it in 8 quarters.
  • CIBC Private Wealth Group's Saba Closed-End Funds ETF position peaked at $22.7K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held Saba Closed-End Funds ETF as of Q2 2025.

Based on CIBC Private Wealth Group's 13F filing for Q2 2025, filed 12 Aug 2025.