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

Perigon 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
Q2 		$305K Buy
+11,884
New +$294K ﹤0.01% 1106

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

Perigon Wealth Management's CEFS Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) in Q2 2026: 11,884 shares worth $305K. The stake represents ﹤0.01% of the portfolio and ranks #1106 among its holdings.

92 funds tracked by Wall St. Rank hold CEFS as of Q2 2026.

  • Perigon Wealth Management held 11,884 shares of Saba Opportunistically Hedged Closed-End Funds ETF worth $305K as of Q2 2026.
  • Saba Opportunistically Hedged Closed-End Funds ETF was a new Perigon Wealth Management position in Q2 2026.
  • Saba Opportunistically Hedged Closed-End Funds ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1106 holding.
  • 92 funds tracked by Wall St. Rank held Saba Opportunistically Hedged Closed-End Funds ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.