Partners Wealth Management
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Partners Wealth Management’s Saba Opportunistically Hedged Closed-End Funds ETF CEFS Stock Holding History

Partners Wealth Management’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 		$4.92M Buy
+200,512
New +$5.04M 0.51% 40

Other funds holding CEFS

New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Ares Financial Consulting
Ares Financial Consulting Calabasas, California $145M AUM 16.02% 1-Year Est. Return
Commerce Advisors
Commerce Advisors Memphis, Tennessee $212M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Partners Wealth Management's CEFS Position: Q3 2026 in Review

Partners Wealth Management opened a new position in Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) in Q3 2026: 200,512 shares worth $4.92M. The stake represents 0.51% of the portfolio and ranks #40 among its holdings.

34 funds tracked by Wall St. Rank hold CEFS as of Q3 2026.

  • Partners Wealth Management held 200,512 shares of Saba Opportunistically Hedged Closed-End Funds ETF worth $4.92M as of Q3 2026.
  • Saba Opportunistically Hedged Closed-End Funds ETF was a new Partners Wealth Management position in Q3 2026.
  • Saba Opportunistically Hedged Closed-End Funds ETF made up 0.51% of Partners Wealth Management's portfolio in Q3 2026, its #40 holding.
  • 34 funds tracked by Wall St. Rank held Saba Opportunistically Hedged Closed-End Funds ETF as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.