Encompass More Asset Management’s Saba Opportunistically Hedged 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 Q3	$235K	Sell	9,565 -1,556	-14%	-$39.1K	0.03%	235
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

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $145M AUM 16.02% 1-Year Est. Return

Commerce Advisors Memphis, Tennessee $212M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Encompass More Asset Management's CEFS Position: Q3 2026 in Review

Encompass More Asset Management reduced its Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) stake by 14% in Q3 2026, selling an estimated $39.1K and leaving 9,565 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #235.

Encompass More Asset Management first reported a position in CEFS in Q4 2025 and has held it in 4 quarters since. The position peaked at $285K in Q2 2026. 26 funds tracked by Wall St. Rank hold CEFS as of Q3 2026.

Encompass More Asset Management held 9,565 shares of Saba Opportunistically Hedged Closed-End Funds ETF worth $235K as of Q3 2026.
Encompass More Asset Management sold 1,556 Saba Opportunistically Hedged Closed-End Funds ETF shares in Q3 2026, an estimated $39.1K.
Saba Opportunistically Hedged Closed-End Funds ETF made up 0.03% of Encompass More Asset Management's portfolio in Q3 2026, its #235 holding.
Encompass More Asset Management first reported a position in Saba Opportunistically Hedged Closed-End Funds ETF in Q4 2025 and has held it in 4 quarters since.
Encompass More Asset Management's Saba Opportunistically Hedged Closed-End Funds ETF position peaked at $285K in Q2 2026.
26 funds tracked by Wall St. Rank held Saba Opportunistically Hedged Closed-End Funds ETF as of Q3 2026.

Based on Encompass More Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.