Janney Montgomery Scott
CEFS icon

Janney Montgomery Scott’s Saba Opportunistically Hedged Closed-End Funds ETF CEFS Stock Holding History

Janney Montgomery Scott’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 		$204K Buy
+7,939
New +$196K ﹤0.01% 2983
2025
Q4 		– Sell
-9,805
Closed -$223K – 2928
2025
Q3 		$223K Sell
9,805
-11,126
-53% -$250K ﹤0.01% 2676
2025
Q2 		$466K Sell
20,931
-1,069
-5% -$22.9K ﹤0.01% 2058
2025
Q1 		$469K Sell
22,000
-6,568
-23% -$144K ﹤0.01% 2024
2024
Q4 		$612K Buy
+28,568
New +$632K ﹤0.01% 1868

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

Janney Montgomery Scott's CEFS Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) in Q2 2026: 7,939 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #2983 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in CEFS as recently as Q3 2025.

Janney Montgomery Scott first reported a position in CEFS in Q4 2024 and has held it in 5 quarters since. The position peaked at $612K in Q4 2024. 92 funds tracked by Wall St. Rank hold CEFS as of Q2 2026.

  • Janney Montgomery Scott held 7,939 shares of Saba Opportunistically Hedged Closed-End Funds ETF worth $204K as of Q2 2026.
  • Saba Opportunistically Hedged Closed-End Funds ETF was a new Janney Montgomery Scott position in Q2 2026.
  • Saba Opportunistically Hedged Closed-End Funds ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2983 holding.
  • Janney Montgomery Scott first reported a position in Saba Opportunistically Hedged Closed-End Funds ETF in Q4 2024 and has held it in 5 quarters since.
  • Janney Montgomery Scott's Saba Opportunistically Hedged Closed-End Funds ETF position peaked at $612K in Q4 2024.
  • 92 funds tracked by Wall St. Rank held Saba Opportunistically Hedged Closed-End Funds ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.