IA
SABA

IFP Advisors’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

IFP Advisors’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
2025
Q1 		– Sell
-1,000
Closed -$9.06K – 4587
2024
Q4 		$9.06K Hold
1,000
– – ﹤0.01% 2563
2024
Q3 		$8.51K Sell
1,000
-2,000
-67% -$16.5K ﹤0.01% 2489
2024
Q2 		$15.4K Buy
3,000
+2,000
+200% +$15.3K ﹤0.01% 2179
2024
Q1 		$7.64K Hold
1,000
– – ﹤0.01% 2327
2023
Q4 		$7.58K Hold
1,000
– – ﹤0.01% 2281
2023
Q3 		$7.72K Buy
1,000
+850
+567% +$6.98K ﹤0.01% 2357
2023
Q2 		$1.24K Buy
+150
New +$1.26K ﹤0.01% 3022
2023
Q1 		– Sell
-1,077
Closed -$15K – 4250
2022
Q4 		$15K Sell
1,077
-380
-26% -$3.19K ﹤0.01% 3123
2022
Q3 		$21K Sell
1,457
-195
-12% -$1.76K ﹤0.01% 3047
2022
Q2 		$23K Hold
1,652
– – ﹤0.01% 2734
2022
Q1 		$23K Buy
+1,652
New +$16.6K ﹤0.01% 2734
2019
Q1 		$171K Buy
13,644
+157
+1% +$1.99K 0.02% 514
2018
Q4 		$164K Buy
13,487
+131
+1% +$1.6K 0.01% 947
2018
Q3 		$163K Buy
13,356
+213
+2% +$2.61K 0.01% 1189
2018
Q2 		$161K Sell
13,143
-6,930
-35% -$87.5K 0.01% 1192
2018
Q1 		$259K Hold
20,073
– – 0.01% 883
2017
Q4 		$259K Sell
20,073
-2,337
-10% -$30.8K 0.01% 884
2017
Q3 		$302K Buy
22,410
+270
+1% +$3.61K 0.01% 920
2017
Q2 		$298K Buy
22,140
+2,017
+10% +$26.8K 0.01% 904
2017
Q1 		$268K Sell
20,123
-5,232
-21% -$69K 0.01% 964
2016
Q4 		$329K Buy
25,355
+10,582
+72% +$133K 0.02% 811
2016
Q3 		$184K Sell
14,773
-740
-5% -$9.45K 0.01% 1039
2016
Q2 		$197K Buy
15,513
+1,869
+14% +$24.1K 0.01% 976
2016
Q1 		$171K Sell
13,644
-2,692
-16% -$33.4K 0.02% 514
2015
Q4 		$207K Buy
+16,336
New +$210K 0.01% 825

Other funds holding SABA

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

IFP Advisors's SABA Position: Q1 2025 in Review

IFP Advisors sold out of Saba Capital Income & Opportunities Fund II (SABA) in Q1 2025, closing a stake of 1,000 shares — an estimated $9.06K sold.

IFP Advisors first reported a position in SABA in Q4 2015 and held it in 25 quarters. The position peaked at $329K in Q4 2016. 85 funds tracked by Wall St. Rank hold SABA as of Q1 2025.

  • IFP Advisors reported no remaining Saba Capital Income & Opportunities Fund II position as of Q1 2025 after selling out during the quarter.
  • IFP Advisors sold 1,000 Saba Capital Income & Opportunities Fund II shares in Q1 2025, an estimated $9.06K.
  • IFP Advisors first reported a position in Saba Capital Income & Opportunities Fund II in Q4 2015 and held it in 25 quarters.
  • IFP Advisors's Saba Capital Income & Opportunities Fund II position peaked at $329K in Q4 2016.
  • 85 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.