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 Q2	$4.8K	Hold	575	–	–	﹤0.01%	863
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 $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

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

Medallion Wealth Advisors held its Saba Capital Income & Opportunities Fund II (SABA) position steady in Q2 2026 at 575 shares worth $4.8K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Medallion Wealth Advisors first reported a position in SABA in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.41K in Q2 2025. 83 funds tracked by Wall St. Rank hold SABA as of Q2 2026.

Medallion Wealth Advisors held 575 shares of Saba Capital Income & Opportunities Fund II worth $4.8K as of Q2 2026.
Medallion Wealth Advisors left its Saba Capital Income & Opportunities Fund II share count unchanged in Q2 2026.
Saba Capital Income & Opportunities Fund II made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #863 holding.
Medallion Wealth Advisors first reported a position in Saba Capital Income & Opportunities Fund II in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Saba Capital Income & Opportunities Fund II position peaked at $6.41K in Q2 2025.
83 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.