IFG Advisory
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IFG Advisory’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

IFG Advisory’s Portfolio SABA Stock Details SABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$63.4K Buy
7,950
+865
+12% +$7.1K ﹤0.01% 1233
2026
Q2 		$59.2K Buy
+7,085
New +$59.5K ﹤0.01% 1277
2024
Q3 		– Sell
-10,962
Closed -$85.5K – 567
2024
Q2 		$85.5K Sell
10,962
-1,252
-10% -$9.6K 0.01% 612
2024
Q1 		$93.3K Sell
12,214
-7,931
-39% -$60.6K 0.01% 360
2023
Q4 		$153K Sell
20,145
-6,871
-25% -$53.8K 0.01% 568
2023
Q3 		$209K Buy
27,016
+98
+0.4% +$805 0.02% 511
2023
Q2 		$223K Buy
26,918
+95
+0.4% +$798 0.02% 304
2023
Q1 		$236K Sell
26,823
-7,780
-22% -$67.4K 0.02% 460
2022
Q4 		$299K Sell
34,603
-4,418
-11% -$37.1K 0.03% 400
2022
Q3 		$317K Sell
39,021
-5,145
-12% -$46.6K 0.03% 402
2022
Q2 		$389K Buy
44,166
+4,800
+12% +$44.5K 0.04% 329
2022
Q1 		$396K Sell
39,366
-4,163
-10% -$41.9K 0.04% 342
2021
Q4 		$451K Buy
43,529
+9,264
+27% +$99.1K 0.04% 321
2021
Q3 		$368K Sell
34,265
-5,448
-14% -$59.8K 0.04% 355
2021
Q2 		$444K Buy
39,713
+1,575
+4% +$17.4K 0.05% 316
2021
Q1 		$405K Sell
38,138
-82,524
-68% -$908K 0.05% 339
2020
Q4 		$1.33M Sell
120,662
-3,267
-3% -$34.8K 0.18% 139
2020
Q3 		$1.33M Buy
123,929
+3,163
+3% +$34.1K 0.21% 113
2020
Q2 		$1.3M Buy
120,766
+21,358
+21% +$228K 0.23% 101
2020
Q1 		$1.06M Buy
99,408
+12,026
+14% +$141K 0.24% 103
2019
Q4 		$1.07M Buy
87,382
+5,371
+7% +$64.8K 0.2% 128
2019
Q3 		$1.01M Buy
82,011
+388
+0.5% +$4.87K 0.2% 130
2019
Q2 		$1.04M Buy
81,623
+15,081
+23% +$191K 0.18% 113
2019
Q1 		$838K Buy
66,542
+12,728
+24% +$161K 0.16% 136
2018
Q4 		$648K Buy
53,814
+14,951
+38% +$183K 0.15% 141
2018
Q3 		$475K Buy
38,863
+15,913
+69% +$195K 0.09% 215
2018
Q2 		$281K Buy
22,950
+6,150
+37% +$77.6K 0.06% 283
2018
Q1 		$214K Buy
16,800
+2,150
+15% +$27.6K 0.05% 316
2017
Q4 		$189K Buy
+14,650
New +$193K 0.04% 316

Other funds holding SABA

Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
TrueMark Investments
TrueMark Investments Chicago, Illinois $856M AUM 21.72% 1-Year Est. Return
Hara Capital
Hara Capital Bellevue, Washington $209M AUM 40.32% 1-Year Est. Return
Closed-End Fund Advisors
Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return
Quantify Chaos Advisors
Quantify Chaos Advisors Brooklyn, New York $44.3M AUM 15.47% 1-Year Est. Return
Partners Wealth Management
Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Visionary Horizons
Visionary Horizons Knoxville, Tennessee $251M AUM 14.92% 1-Year Est. Return

IFG Advisory's SABA Position: Q3 2026 in Review

IFG Advisory increased its Saba Capital Income & Opportunities Fund II (SABA) stake by 12% in Q3 2026, buying an estimated $7.1K and bringing the position to 7,950 shares worth $63.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

IFG Advisory first reported a position in SABA in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.33M in Q4 2020. 43 funds tracked by Wall St. Rank hold SABA as of Q3 2026.

  • IFG Advisory held 7,950 shares of Saba Capital Income & Opportunities Fund II worth $63.4K as of Q3 2026.
  • IFG Advisory bought 865 Saba Capital Income & Opportunities Fund II shares in Q3 2026, an estimated $7.1K.
  • Saba Capital Income & Opportunities Fund II made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1233 holding.
  • IFG Advisory first reported a position in Saba Capital Income & Opportunities Fund II in Q4 2017 and has held it in 29 quarters since.
  • IFG Advisory's Saba Capital Income & Opportunities Fund II position peaked at $1.33M in Q4 2020.
  • 43 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.