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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 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

Newbridge Financial Services Group's CEFS Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) stake by 12% in Q2 2026, buying an estimated $122K and bringing the position to 47,681 shares worth $1.22M. 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 5 quarters since. 92 funds tracked by Wall St. Rank hold CEFS as of Q2 2026.

  • Newbridge Financial Services Group held 47,681 shares of Saba Opportunistically Hedged Closed-End Funds ETF worth $1.22M as of Q2 2026.
  • Newbridge Financial Services Group bought 4,941 Saba Opportunistically Hedged Closed-End Funds ETF shares in Q2 2026, an estimated $122K.
  • Saba Opportunistically Hedged Closed-End Funds ETF made up 0.15% of Newbridge Financial Services Group's portfolio in Q2 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 5 quarters since.
  • 92 funds tracked by Wall St. Rank held Saba Opportunistically Hedged Closed-End Funds ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.