LRI Investments’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

LRI Investments’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	$41.8K	Buy	+5,000	New	+$42K	﹤0.01%	584

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

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

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

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