Fort Point Capital Partners’s Saba Opportunistically Hedged Closed-End Funds ETF CEFS Stock Holding History

Fort Point Capital Partners’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	$412K	Buy	+16,063	New	+$397K	0.03%	184
2026 Q1	–	Sell	-32,778	Closed	-$760K	–	227
2025 Q4	$760K	Buy	+32,778	New	+$746K	0.09%	122
2018 Q4	–	Sell	-125,497	Closed	-$2.52M	–	155
2018 Q3	$2.52M	Sell	125,497 -33,852	-21%	-$679K	0.76%	27
2018 Q2	$3.19M	Buy	159,349 +15,590	+11%	+$318K	1.07%	21
2018 Q1	$2.94M	Buy	143,759 +47,128	+49%	+$997K	1.08%	20
2017 Q4	$2.07M	Buy	96,631 +39,746	+70%	+$848K	0.96%	23
2017 Q3	$1.22M	Buy	+56,885	New	+$1.2M	0.58%	33

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

Fort Point Capital Partners's CEFS Position: Q2 2026 in Review

Fort Point Capital Partners opened a new position in Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) in Q2 2026: 16,063 shares worth $412K. The stake represents 0.03% of the portfolio and ranks #184 among its holdings. This is a return to the name: Fort Point Capital Partners previously reported a position in CEFS as recently as Q4 2025.

Fort Point Capital Partners first reported a position in CEFS in Q3 2017 and has held it in 7 quarters since. The position peaked at $3.19M in Q2 2018. 91 funds tracked by Wall St. Rank hold CEFS as of Q2 2026.

Fort Point Capital Partners held 16,063 shares of Saba Opportunistically Hedged Closed-End Funds ETF worth $412K as of Q2 2026.
Saba Opportunistically Hedged Closed-End Funds ETF was a new Fort Point Capital Partners position in Q2 2026.
Saba Opportunistically Hedged Closed-End Funds ETF made up 0.03% of Fort Point Capital Partners's portfolio in Q2 2026, its #184 holding.
Fort Point Capital Partners first reported a position in Saba Opportunistically Hedged Closed-End Funds ETF in Q3 2017 and has held it in 7 quarters since.
Fort Point Capital Partners's Saba Opportunistically Hedged Closed-End Funds ETF position peaked at $3.19M in Q2 2018.
91 funds tracked by Wall St. Rank held Saba Opportunistically Hedged Closed-End Funds ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.