LFIA
SABA

Legacy Financial Independent Advisors’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

Legacy Financial Independent 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 		$367K Sell
43,916
-6,425
-13% -$54K 0.17% 87
2026
Q1 		$419K Buy
+50,341
New +$411K 0.22% 74

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 Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Focus Partners Wealth
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Legacy Financial Independent Advisors's SABA Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its Saba Capital Income & Opportunities Fund II (SABA) stake by 13% in Q2 2026, selling an estimated $54K and leaving 43,916 shares worth $367K. The position accounts for 0.17% of the portfolio, ranked #87.

Legacy Financial Independent Advisors first reported a position in SABA in Q1 2026 and has held it in 2 quarters since. The position peaked at $419K in Q1 2026. 84 funds tracked by Wall St. Rank hold SABA as of Q2 2026.

  • Legacy Financial Independent Advisors held 43,916 shares of Saba Capital Income & Opportunities Fund II worth $367K as of Q2 2026.
  • Legacy Financial Independent Advisors sold 6,425 Saba Capital Income & Opportunities Fund II shares in Q2 2026, an estimated $54K.
  • Saba Capital Income & Opportunities Fund II made up 0.17% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #87 holding.
  • Legacy Financial Independent Advisors first reported a position in Saba Capital Income & Opportunities Fund II in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Independent Advisors's Saba Capital Income & Opportunities Fund II position peaked at $419K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.