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Horizons Wealth Management’s Saba Closed-End Funds ETF CEFS Stock Holding History

Horizons Wealth 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
Q1 		$9.76K Hold
433
– – 0.01% 145
2025
Q4 		$9.98K Buy
+433
New +$9.86K 0.01% 145

Other funds holding CEFS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Horizons Wealth Management's CEFS Position: Q1 2026 in Review

Horizons Wealth Management held its Saba Closed-End Funds ETF (CEFS) position steady in Q1 2026 at 433 shares worth $9.76K. The position accounts for 0.01% of the portfolio, ranked #145.

Horizons Wealth Management first reported a position in CEFS in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.98K in Q4 2025. 83 funds tracked by Wall St. Rank hold CEFS as of Q1 2026.

  • Horizons Wealth Management held 433 shares of Saba Closed-End Funds ETF worth $9.76K as of Q1 2026.
  • Horizons Wealth Management left its Saba Closed-End Funds ETF share count unchanged in Q1 2026.
  • Saba Closed-End Funds ETF made up 0.01% of Horizons Wealth Management's portfolio in Q1 2026, its #145 holding.
  • Horizons Wealth Management first reported a position in Saba Closed-End Funds ETF in Q4 2025 and has held it in 2 quarters since.
  • Horizons Wealth Management's Saba Closed-End Funds ETF position peaked at $9.98K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held Saba Closed-End Funds ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.