Newbridge Financial Services Group’s Saba Opportunistically Hedged Closed-End Funds ETF CEFS Stock Holding History

Newbridge Financial Services Group’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 Q3	$1.27M	Buy	51,805 +4,124	+9%	+$104K	0.15%	112
2026 Q2	$1.22M	Buy	47,681 +4,941	+12%	+$122K	0.15%	112
2026 Q1	$964K	Buy	42,740 +8,129	+23%	+$187K	0.16%	108
2025 Q4	$797K	Buy	34,611 +10,545	+44%	+$240K	0.12%	125
2025 Q3	$548K	Buy	24,066 +12,871	+115%	+$290K	0.08%	180
2025 Q2	$249K	Buy	+11,195	New	+$239K	0.04%	258

Other funds holding CEFS

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

AFC

Ares Financial Consulting Calabasas, California $145M AUM 16.02% 1-Year Est. Return

Commerce Advisors Memphis, Tennessee $212M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Newbridge Financial Services Group's CEFS Position: Q3 2026 in Review

Newbridge Financial Services Group increased its Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) stake by 8.6% in Q3 2026, buying an estimated $104K and bringing the position to 51,805 shares worth $1.27M. The position accounts for 0.15% of the portfolio, ranked #112.

Newbridge Financial Services Group first reported a position in CEFS in Q2 2025 and has held it in 6 quarters since. 26 funds tracked by Wall St. Rank hold CEFS as of Q3 2026.

Newbridge Financial Services Group held 51,805 shares of Saba Opportunistically Hedged Closed-End Funds ETF worth $1.27M as of Q3 2026.
Newbridge Financial Services Group bought 4,124 Saba Opportunistically Hedged Closed-End Funds ETF shares in Q3 2026, an estimated $104K.
Saba Opportunistically Hedged Closed-End Funds ETF made up 0.15% of Newbridge Financial Services Group's portfolio in Q3 2026, its #112 holding.
Newbridge Financial Services Group first reported a position in Saba Opportunistically Hedged Closed-End Funds ETF in Q2 2025 and has held it in 6 quarters since.
26 funds tracked by Wall St. Rank held Saba Opportunistically Hedged Closed-End Funds ETF as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.