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Encompass More Asset Management’s Saba Closed-End Funds ETF CEFS Stock Holding History

Encompass More Asset Management’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
Q2 		$285K Buy
11,121
+1,517
+16% +$37.5K 0.04% 225
2026
Q1 		$217K Buy
9,604
+214
+2% +$4.92K 0.04% 225
2025
Q4 		$216K Buy
+9,390
New +$214K 0.04% 225

Other funds holding CEFS

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Encompass More Asset Management's CEFS Position: Q2 2026 in Review

Encompass More Asset Management increased its Saba Closed-End Funds ETF (CEFS) stake by 16% in Q2 2026, buying an estimated $37.5K and bringing the position to 11,121 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #225.

Encompass More Asset Management first reported a position in CEFS in Q4 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold CEFS as of Q2 2026.

  • Encompass More Asset Management held 11,121 shares of Saba Closed-End Funds ETF worth $285K as of Q2 2026.
  • Encompass More Asset Management bought 1,517 Saba Closed-End Funds ETF shares in Q2 2026, an estimated $37.5K.
  • Saba Closed-End Funds ETF made up 0.04% of Encompass More Asset Management's portfolio in Q2 2026, its #225 holding.
  • Encompass More Asset Management first reported a position in Saba Closed-End Funds ETF in Q4 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held Saba Closed-End Funds ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.