Creative Planning
SABA

Creative Planning’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

Creative Planning’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 		– Sell
-11,944
Closed -$99.4K – 4386
2026
Q1 		$99.4K Buy
+11,944
New +$97.4K ﹤0.01% 3905
2020
Q3 		– Sell
-7,816
Closed -$84K – 2247
2020
Q2 		$84K Buy
7,816
+5
+0.1% +$53 ﹤0.01% 1691
2020
Q1 		$84K Buy
7,811
+11
+0.1% +$129 ﹤0.01% 1561
2019
Q4 		$96K Buy
7,800
+10
+0.1% +$121 ﹤0.01% 1751
2019
Q3 		$96K Sell
7,790
-1,687
-18% -$21.2K ﹤0.01% 1724
2019
Q2 		$121K Buy
9,477
+2,092
+28% +$26.4K ﹤0.01% 1725
2019
Q1 		$93K Buy
7,385
+31
+0.4% +$393 ﹤0.01% 1718
2018
Q4 		$89K Sell
7,354
-7,787
-51% -$95.2K ﹤0.01% 1644
2018
Q3 		$185K Buy
15,141
+2,129
+16% +$26.1K ﹤0.01% 1694
2018
Q2 		$160K Sell
13,012
-654
-5% -$8.26K ﹤0.01% 1689
2018
Q1 		$175K Buy
13,666
+55
+0.4% +$705 ﹤0.01% 1647
2017
Q4 		$176K Buy
13,611
+8,088
+146% +$106K ﹤0.01% 1640
2017
Q3 		$74K Sell
5,523
-435
-7% -$5.82K ﹤0.01% 1746
2017
Q2 		$80K Buy
5,958
+5
+0.1% +$67 ﹤0.01% 2151
2017
Q1 		$79K Sell
5,953
-2,445
-29% -$32.2K ﹤0.01% 2120
2016
Q4 		$109K Buy
8,398
+2,130
+34% +$26.8K ﹤0.01% 1812
2016
Q3 		$78K Sell
6,268
-2,419
-28% -$30.9K ﹤0.01% 2022
2016
Q2 		$111K Buy
8,687
+1,050
+14% +$13.5K ﹤0.01% 1615
2016
Q1 		$100K Sell
7,637
-72
-0.9% -$892 ﹤0.01% 1635
2015
Q4 		$98K Sell
7,709
-1,041
-12% -$13.4K ﹤0.01% 1642
2015
Q3 		$107K Buy
+8,750
New +$115K ﹤0.01% 1560
2015
Q2 		– Sell
-4,625
Closed -$67K – 2635
2015
Q1 		$67K Buy
4,625
+2,366
+105% +$34.3K ﹤0.01% 1814
2014
Q4 		$32K Sell
2,259
-986
-30% -$15.1K ﹤0.01% 2305
2014
Q3 		$52K Buy
3,245
+494
+18% +$7.93K ﹤0.01% 1896
2014
Q2 		$45K Buy
2,751
+344
+14% +$5.49K ﹤0.01% 1935
2014
Q1 		$39K Sell
2,407
-529
-18% -$8.33K ﹤0.01% 1967
2013
Q4 		$47K Buy
2,936
+139
+5% +$2.27K ﹤0.01% 1651
2013
Q3 		$47K Buy
2,797
+723
+35% +$11.9K ﹤0.01% 1549
2013
Q2 		$36K Buy
+2,074
New +$38.5K ﹤0.01% 1568

Other funds holding SABA

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
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
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Creative Planning's SABA Position: Q2 2026 in Review

Creative Planning sold out of Saba Capital Income & Opportunities Fund II (SABA) in Q2 2026, closing a stake of 11,944 shares — an estimated $99.4K sold.

Creative Planning first reported a position in SABA in Q2 2013 and held it in 29 quarters. The position peaked at $185K in Q3 2018. 84 funds tracked by Wall St. Rank hold SABA as of Q2 2026.

  • Creative Planning reported no remaining Saba Capital Income & Opportunities Fund II position as of Q2 2026 after selling out during the quarter.
  • Creative Planning sold 11,944 Saba Capital Income & Opportunities Fund II shares in Q2 2026, an estimated $99.4K.
  • Creative Planning first reported a position in Saba Capital Income & Opportunities Fund II in Q2 2013 and held it in 29 quarters.
  • Creative Planning's Saba Capital Income & Opportunities Fund II position peaked at $185K in Q3 2018.
  • 84 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.