Independent Financial Group’s Saba Opportunistically Hedged Closed-End Funds ETF CEFS Stock Holding History

Independent Financial Group’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	$2.59M	Sell	100,949 -11,749	-10%	-$291K	0.05%	378
2026 Q1	$2.54M	Buy	112,698 +12,355	+12%	+$284K	0.06%	343
2025 Q4	$2.31M	Buy	100,343 +14,770	+17%	+$336K	0.05%	354
2025 Q3	$1.95M	Buy	85,573 +13,820	+19%	+$311K	0.05%	394
2025 Q2	$1.6M	Buy	71,753 +10,314	+17%	+$221K	0.04%	403
2025 Q1	$1.31M	Buy	61,439 +11,379	+23%	+$250K	0.05%	406
2024 Q4	$1.07M	Buy	50,060 +14,500	+41%	+$321K	0.04%	460
2024 Q3	$791K	Buy	+35,560	New	+$767K	0.03%	510

Other funds holding CEFS

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Financial Group's CEFS Position: Q2 2026 in Review

Independent Financial Group reduced its Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) stake by 10% in Q2 2026, selling an estimated $291K and leaving 100,949 shares worth $2.59M. The position accounts for 0.05% of the portfolio, ranked #378.

Independent Financial Group first reported a position in CEFS in Q3 2024 and has held it in 8 quarters since. 92 funds tracked by Wall St. Rank hold CEFS as of Q2 2026.

Independent Financial Group held 100,949 shares of Saba Opportunistically Hedged Closed-End Funds ETF worth $2.59M as of Q2 2026.
Independent Financial Group sold 11,749 Saba Opportunistically Hedged Closed-End Funds ETF shares in Q2 2026, an estimated $291K.
Saba Opportunistically Hedged Closed-End Funds ETF made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #378 holding.
Independent Financial Group first reported a position in Saba Opportunistically Hedged Closed-End Funds ETF in Q3 2024 and has held it in 8 quarters since.
92 funds tracked by Wall St. Rank held Saba Opportunistically Hedged Closed-End Funds ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.