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	–	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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

SFS

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

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

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

JFS Wealth Advisors's SABA Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Saba Capital Income & Opportunities Fund II (SABA) in Q2 2026: 73 shares worth $610. The stake represents ﹤0.01% of the portfolio and ranks #1915 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in SABA as recently as Q3 2021.

JFS Wealth Advisors first reported a position in SABA in Q1 2020 and has held it in 8 quarters since. The position peaked at $34K in Q2 2021. 83 funds tracked by Wall St. Rank hold SABA as of Q2 2026.

JFS Wealth Advisors held 73 shares of Saba Capital Income & Opportunities Fund II worth $610 as of Q2 2026.
Saba Capital Income & Opportunities Fund II was a new JFS Wealth Advisors position in Q2 2026.
Saba Capital Income & Opportunities Fund II made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1915 holding.
JFS Wealth Advisors first reported a position in Saba Capital Income & Opportunities Fund II in Q1 2020 and has held it in 8 quarters since.
JFS Wealth Advisors's Saba Capital Income & Opportunities Fund II position peaked at $34K in Q2 2021.
83 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.