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Hazlett, Burt & Watson’s Saba Opportunistically Hedged Closed-End Funds ETF CEFS Stock Holding History

Hazlett, Burt & Watson’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 		$17K Buy
679
+10
+1% +$247 ﹤0.01% 617
2026
Q1 		$15K Sell
669
-67
-9% -$1.54K ﹤0.01% 629
2025
Q4 		$17K Buy
+736
New +$16.8K 0.01% 629

Other funds holding CEFS

LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hazlett, Burt & Watson's CEFS Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) stake by 1.5% in Q2 2026, buying an estimated $247 and bringing the position to 679 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Hazlett, Burt & Watson first reported a position in CEFS in Q4 2025 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold CEFS as of Q2 2026.

  • Hazlett, Burt & Watson held 679 shares of Saba Opportunistically Hedged Closed-End Funds ETF worth $17K as of Q2 2026.
  • Hazlett, Burt & Watson bought 10 Saba Opportunistically Hedged Closed-End Funds ETF shares in Q2 2026, an estimated $247.
  • Saba Opportunistically Hedged Closed-End Funds ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #617 holding.
  • Hazlett, Burt & Watson first reported a position in Saba Opportunistically Hedged Closed-End Funds ETF in Q4 2025 and has held it in 3 quarters since.
  • 92 funds tracked by Wall St. Rank held Saba Opportunistically Hedged Closed-End Funds ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.