Farther Finance Advisors’s Saba Opportunistically Hedged Closed-End Funds ETF CEFS Stock Holding History

Farther Finance Advisors’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	$3.71M	Sell	144,815 -36,976	-20%	-$915K	0.03%	501
2026 Q1	$4.16M	Sell	181,791 -134,371	-43%	-$3.09M	0.04%	391
2025 Q4	$7.28M	Buy	316,162 +312,988	+9,861%	+$7.12M	0.08%	233
2025 Q3	$72.3K	Buy	3,174 +382	+14%	+$8.6K	﹤0.01%	2237
2025 Q2	$62.1K	Buy	2,792 +471	+20%	+$10.1K	﹤0.01%	2023
2025 Q1	$49.7K	Buy	2,321 +101	+5%	+$2.22K	﹤0.01%	1900
2024 Q4	$47.6K	Buy	2,220 +590	+36%	+$13.1K	﹤0.01%	1685
2024 Q3	$36.3K	Buy	+1,630	New	+$35.2K	﹤0.01%	1809

Other funds holding CEFS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Farther Finance Advisors's CEFS Position: Q2 2026 in Review

Farther Finance Advisors reduced its Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) stake by 20% in Q2 2026, selling an estimated $915K and leaving 144,815 shares worth $3.71M. The position accounts for 0.03% of the portfolio, ranked #501.

Farther Finance Advisors first reported a position in CEFS in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.28M in Q4 2025. 92 funds tracked by Wall St. Rank hold CEFS as of Q2 2026.

Farther Finance Advisors held 144,815 shares of Saba Opportunistically Hedged Closed-End Funds ETF worth $3.71M as of Q2 2026.
Farther Finance Advisors sold 36,976 Saba Opportunistically Hedged Closed-End Funds ETF shares in Q2 2026, an estimated $915K.
Saba Opportunistically Hedged Closed-End Funds ETF made up 0.03% of Farther Finance Advisors's portfolio in Q2 2026, its #501 holding.
Farther Finance Advisors first reported a position in Saba Opportunistically Hedged Closed-End Funds ETF in Q3 2024 and has held it in 8 quarters since.
Farther Finance Advisors's Saba Opportunistically Hedged Closed-End Funds ETF position peaked at $7.28M in Q4 2025.
92 funds tracked by Wall St. Rank held Saba Opportunistically Hedged Closed-End Funds ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.