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

JFS Wealth 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
2026 Q2	$610	Buy	+73	New	+$613	﹤0.01%	1915
2021 Q4	–	Sell	-3,108	Closed	-$33K	–	1862
2021 Q3	$33K	Buy	3,108 +62	+2%	+$681	﹤0.01%	470
2021 Q2	$34K	Buy	3,046 +60	+2%	+$662	0.01%	315
2021 Q1	$32K	Buy	2,986 +25	+0.8%	+$275	0.01%	296
2020 Q4	$33K	Buy	2,961 +26	+0.9%	+$277	0.01%	282
2020 Q3	$31K	Buy	2,935 +24	+0.8%	+$259	0.01%	278
2020 Q2	$31K	Buy	2,911 +23	+0.8%	+$246	0.01%	268
2020 Q1	$31K	Buy	+2,888	New	+$33.9K	0.01%	248

Other funds holding SABA

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Winter & Associates St. Paul, Minnesota $133M AUM

Shrier Wealth Management Los Angeles, California $296M AUM

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return