Coppell Advisory Solutions’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-600	Closed	-$5.37K	–	1540
2024 Q4	$5.37K	Hold	600	–	–	﹤0.01%	1304
2024 Q3	$5.05K	Sell	600 -225	-27%	-$1.86K	﹤0.01%	1257
2024 Q2	$6.43K	Buy	+825	New	+$6.31K	﹤0.01%	1134
2023 Q4	$6.26K	Hold	826	–	–	﹤0.01%	1058
2023 Q3	$7.15K	Hold	826	–	–	﹤0.01%	666
2023 Q2	$6.83K	Buy	+826	New	+$6.94K	﹤0.01%	779
2023 Q1	–	Sell	-826	Closed	-$7.15K	–	892
2022 Q4	$7.15K	Buy	+826	New	+$6.93K	﹤0.01%	670

Other funds holding SABA

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Coppell Advisory Solutions's SABA Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Saba Capital Income & Opportunities Fund II (SABA) in Q1 2025, closing a stake of 600 shares — an estimated $5.37K sold.

Coppell Advisory Solutions first reported a position in SABA in Q4 2022 and held it in 7 quarters. The position peaked at $7.15K in Q3 2023. 85 funds tracked by Wall St. Rank hold SABA as of Q1 2025.

Coppell Advisory Solutions reported no remaining Saba Capital Income & Opportunities Fund II position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 600 Saba Capital Income & Opportunities Fund II shares in Q1 2025, an estimated $5.37K.
Coppell Advisory Solutions first reported a position in Saba Capital Income & Opportunities Fund II in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Saba Capital Income & Opportunities Fund II position peaked at $7.15K in Q3 2023.
85 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.