SHP Wealth Management
CEFS icon

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

SHP 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 		$47.8K Hold
1,864
– – ﹤0.01% 559
2026
Q1 		$42K Hold
1,864
– – ﹤0.01% 536
2025
Q4 		$42.9K Buy
+1,864
New +$42.4K ﹤0.01% 508

Other funds holding CEFS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
New England Private Wealth Advisors
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 22.9% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Arete Wealth Advisors
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
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
XML Financial
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

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

SHP Wealth Management held its Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) position steady in Q2 2026 at 1,864 shares worth $47.8K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

SHP Wealth Management first reported a position in CEFS in Q4 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold CEFS as of Q2 2026.

  • SHP Wealth Management held 1,864 shares of Saba Opportunistically Hedged Closed-End Funds ETF worth $47.8K as of Q2 2026.
  • SHP Wealth Management left its Saba Opportunistically Hedged Closed-End Funds ETF share count unchanged in Q2 2026.
  • Saba Opportunistically Hedged Closed-End Funds ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #559 holding.
  • SHP Wealth Management first reported a position in Saba Opportunistically Hedged Closed-End Funds ETF in Q4 2025 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held Saba Opportunistically Hedged Closed-End Funds ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.