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Hexagon Capital Partners’s Saba Closed-End Funds ETF CEFS Stock Holding History

Hexagon 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
2025
Q2 		– Sell
-2,400
Closed -$51.2K – 336
2025
Q1 		$51.2K Hold
2,400
– – 0.01% 465
2024
Q4 		$51.4K Hold
2,400
– – 0.01% 469
2024
Q3 		$53.4K Hold
2,400
– – 0.01% 443
2024
Q2 		$51.1K Hold
2,400
– – 0.01% 437
2024
Q1 		$49.6K Hold
2,400
– – 0.01% 436
2023
Q4 		$45.5K Hold
2,400
– – 0.01% 440
2023
Q3 		$42K Hold
2,400
– – 0.01% 403
2023
Q2 		$44.3K Hold
2,400
– – 0.01% 396
2023
Q1 		$43.8K Hold
2,400
– – 0.01% 383
2022
Q4 		$41.4K Hold
2,400
– – 0.01% 398
2022
Q3 		$40K Hold
2,400
– – 0.01% 432
2022
Q2 		$41K Hold
2,400
– – 0.01% 405
2022
Q1 		$47K Hold
2,400
– – 0.01% 379
2021
Q4 		$50K Hold
2,400
– – 0.01% 366
2021
Q3 		$51K Buy
+2,400
New +$51K 0.01% 343

Other funds holding CEFS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
Fortress Wealth Management Culver City, California $225M AUM 11.46% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hexagon Capital Partners's CEFS Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Saba Closed-End Funds ETF (CEFS) in Q2 2025, closing a stake of 2,400 shares — an estimated $51.2K sold.

Hexagon Capital Partners first reported a position in CEFS in Q3 2021 and held it in 15 quarters. The position peaked at $53.4K in Q3 2024. 75 funds tracked by Wall St. Rank hold CEFS as of Q2 2025.

  • Hexagon Capital Partners reported no remaining Saba Closed-End Funds ETF position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 2,400 Saba Closed-End Funds ETF shares in Q2 2025, an estimated $51.2K.
  • Hexagon Capital Partners first reported a position in Saba Closed-End Funds ETF in Q3 2021 and held it in 15 quarters.
  • Hexagon Capital Partners's Saba Closed-End Funds ETF position peaked at $53.4K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held Saba Closed-End Funds ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.