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 Q3	–	Sell	-73	Closed	-$610	–	2299
2026 Q2	$610	Buy	+73	New	+$613	﹤0.01%	1915
2021 Q4	–	Sell	-3,108	Closed	-$33K	–	1861
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 $303M AUM 4.89% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

TrueMark Investments Chicago, Illinois $856M AUM 21.72% 1-Year Est. Return

Hara Capital Bellevue, Washington $209M AUM 40.32% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

Quantify Chaos Advisors Brooklyn, New York $44.3M AUM 15.47% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Visionary Horizons Knoxville, Tennessee $251M AUM 14.92% 1-Year Est. Return

JFS Wealth Advisors's SABA Position: Q3 2026 in Review

JFS Wealth Advisors sold out of Saba Capital Income & Opportunities Fund II (SABA) in Q3 2026, closing a stake of 73 shares — an estimated $610 sold.

JFS Wealth Advisors first reported a position in SABA in Q1 2020 and held it in 8 quarters. The position peaked at $34K in Q2 2021. 41 funds tracked by Wall St. Rank hold SABA as of Q3 2026.

JFS Wealth Advisors reported no remaining Saba Capital Income & Opportunities Fund II position as of Q3 2026 after selling out during the quarter.
JFS Wealth Advisors sold 73 Saba Capital Income & Opportunities Fund II shares in Q3 2026, an estimated $610.
JFS Wealth Advisors first reported a position in Saba Capital Income & Opportunities Fund II in Q1 2020 and held it in 8 quarters.
JFS Wealth Advisors's Saba Capital Income & Opportunities Fund II position peaked at $34K in Q2 2021.
41 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.