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Richards, Merrill & Peterson’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

Richards, Merrill & Peterson’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
2025
Q2 		– Sell
-234
Closed -$2.04K – 416
2025
Q1 		$2.04K Hold
234
– – ﹤0.01% 471
2024
Q4 		$2.12K Buy
+234
New +$2.04K ﹤0.01% 456

Other funds holding SABA

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Richards, Merrill & Peterson's SABA Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Saba Capital Income & Opportunities Fund II (SABA) in Q2 2025, closing a stake of 234 shares — an estimated $2.04K sold.

Richards, Merrill & Peterson first reported a position in SABA in Q4 2024 and held it in 2 quarters. The position peaked at $2.12K in Q4 2024. 78 funds tracked by Wall St. Rank hold SABA as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Saba Capital Income & Opportunities Fund II position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 234 Saba Capital Income & Opportunities Fund II shares in Q2 2025, an estimated $2.04K.
  • Richards, Merrill & Peterson first reported a position in Saba Capital Income & Opportunities Fund II in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Saba Capital Income & Opportunities Fund II position peaked at $2.12K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.