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New England Private Wealth Advisors’s Saba Opportunistically Hedged Closed-End Funds ETF CEFS Stock Holding History

New England Private Wealth Advisors’s Portfolio CEFS Stock Details CEFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.3M Buy
410,877
+20,362
+5% +$504K 1% 33
2026
Q1 		$8.81M Buy
390,515
+7,773
+2% +$179K 1.02% 32
2025
Q4 		$8.82M Buy
382,742
+24,412
+7% +$556K 1.1% 29
2025
Q3 		$8.16M Buy
358,330
+43,317
+14% +$975K 1.08% 30
2025
Q2 		$7.05M Buy
315,013
+60,495
+24% +$1.29M 1.03% 31
2025
Q1 		$5.43M Buy
254,518
+143,770
+130% +$3.16M 0.84% 35
2024
Q4 		$2.37M Buy
110,748
+95,766
+639% +$2.12M 0.38% 53
2024
Q3 		$333K Buy
+14,982
New +$323K 0.05% 114

Other funds holding CEFS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

New England Private Wealth Advisors's CEFS Position: Q2 2026 in Review

New England Private Wealth Advisors increased its Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) stake by 5.2% in Q2 2026, buying an estimated $504K and bringing the position to 410,877 shares worth $10.3M. The position accounts for 1% of the portfolio, ranked #33.

New England Private Wealth Advisors first reported a position in CEFS in Q3 2024 and has held it in 8 quarters since. 91 funds tracked by Wall St. Rank hold CEFS as of Q2 2026.

  • New England Private Wealth Advisors held 410,877 shares of Saba Opportunistically Hedged Closed-End Funds ETF worth $10.3M as of Q2 2026.
  • New England Private Wealth Advisors bought 20,362 Saba Opportunistically Hedged Closed-End Funds ETF shares in Q2 2026, an estimated $504K.
  • Saba Opportunistically Hedged Closed-End Funds ETF made up 1% of New England Private Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • New England Private Wealth Advisors first reported a position in Saba Opportunistically Hedged Closed-End Funds ETF in Q3 2024 and has held it in 8 quarters since.
  • 91 funds tracked by Wall St. Rank held Saba Opportunistically Hedged Closed-End Funds ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.