MWA
SABA

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

Medallion 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
Q1 		$4.78K Hold
575
– – ﹤0.01% 881
2025
Q4 		$4.74K Hold
575
– – ﹤0.01% 866
2025
Q3 		$5.24K Sell
575
-121
-17% -$1.12K ﹤0.01% 855
2025
Q2 		$6.41K Hold
696
– – ﹤0.01% 799
2025
Q1 		$6.05K Hold
696
– – ﹤0.01% 759
2024
Q4 		$6.26K Buy
+696
New +$6.08K ﹤0.01% 725

Other funds holding SABA

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Medallion Wealth Advisors's SABA Position: Q1 2026 in Review

Medallion Wealth Advisors held its Saba Capital Income & Opportunities Fund II (SABA) position steady in Q1 2026 at 575 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Medallion Wealth Advisors first reported a position in SABA in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.41K in Q2 2025. 87 funds tracked by Wall St. Rank hold SABA as of Q1 2026.

  • Medallion Wealth Advisors held 575 shares of Saba Capital Income & Opportunities Fund II worth $4.78K as of Q1 2026.
  • Medallion Wealth Advisors left its Saba Capital Income & Opportunities Fund II share count unchanged in Q1 2026.
  • Saba Capital Income & Opportunities Fund II made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #881 holding.
  • Medallion Wealth Advisors first reported a position in Saba Capital Income & Opportunities Fund II in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Saba Capital Income & Opportunities Fund II position peaked at $6.41K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.