PWPS
SABA

Pinnacle Wealth Planning Services’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SABA Stock Details SABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-339
Closed -$2.8K – 2840
2025
Q4 		$2.8K Buy
+339
New +$2.96K ﹤0.01% 2413
2022
Q4 		– Sell
-7,340
Closed -$60K – 485
2022
Q3 		$60K Sell
7,340
-628
-8% -$5.68K 0.01% 392
2022
Q2 		$70K Sell
7,968
-947
-11% -$8.78K 0.01% 399
2022
Q1 		$90K Sell
8,915
-673
-7% -$6.77K 0.02% 409
2021
Q4 		$100K Sell
9,588
-395
-4% -$4.22K 0.02% 397
2021
Q3 		$107K Sell
9,983
-17
-0.2% -$187 0.02% 354
2021
Q2 		$112K Sell
10,000
-413
-4% -$4.55K 0.03% 339
2021
Q1 		$111K Buy
10,413
+1,221
+13% +$13.4K 0.03% 321
2020
Q4 		$101K Buy
9,192
+2,011
+28% +$21.5K 0.02% 468
2020
Q3 		$77K Sell
7,181
-109
-1% -$1.18K 0.03% 266
2020
Q2 		$78K Buy
7,290
+2,159
+42% +$23.1K 0.03% 258
2020
Q1 		$54K Buy
+5,131
New +$60.3K 0.03% 227

Other funds holding SABA

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Pinnacle Wealth Planning Services's SABA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Saba Capital Income & Opportunities Fund II (SABA) in Q1 2026, closing a stake of 339 shares — an estimated $2.8K sold.

Pinnacle Wealth Planning Services first reported a position in SABA in Q1 2020 and held it in 12 quarters. The position peaked at $112K in Q2 2021. 87 funds tracked by Wall St. Rank hold SABA as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Saba Capital Income & Opportunities Fund II position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 339 Saba Capital Income & Opportunities Fund II shares in Q1 2026, an estimated $2.8K.
  • Pinnacle Wealth Planning Services first reported a position in Saba Capital Income & Opportunities Fund II in Q1 2020 and held it in 12 quarters.
  • Pinnacle Wealth Planning Services's Saba Capital Income & Opportunities Fund II position peaked at $112K in Q2 2021.
  • 87 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.