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Integrated Wealth Concepts’s Saba Opportunistically Hedged Closed-End Funds ETF CEFS Stock Holding History

Integrated Wealth Concepts’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 		$221K Buy
+8,629
New +$214K ﹤0.01% 2272

Other funds holding CEFS

LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Integrated Wealth Concepts's CEFS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) in Q2 2026: 8,629 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #2272 among its holdings.

92 funds tracked by Wall St. Rank hold CEFS as of Q2 2026.

  • Integrated Wealth Concepts held 8,629 shares of Saba Opportunistically Hedged Closed-End Funds ETF worth $221K as of Q2 2026.
  • Saba Opportunistically Hedged Closed-End Funds ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Saba Opportunistically Hedged Closed-End Funds ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2272 holding.
  • 92 funds tracked by Wall St. Rank held Saba Opportunistically Hedged Closed-End Funds ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.