Stifel Financial
CEFS icon

Stifel Financial’s Saba Opportunistically Hedged Closed-End Funds ETF CEFS Stock Holding History

Stifel Financial’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 		$457K Buy
17,815
+238
+1% +$5.89K ﹤0.01% 3019
2026
Q1 		$396K Buy
17,577
+845
+5% +$19.4K ﹤0.01% 2998
2025
Q4 		$386K Buy
16,732
+441
+3% +$10K ﹤0.01% 3000
2025
Q3 		$371K Buy
16,291
+680
+4% +$15.3K ﹤0.01% 2986
2025
Q2 		$347K Buy
15,611
+1,123
+8% +$24K ﹤0.01% 2963
2025
Q1 		$309K Buy
14,488
+3,077
+27% +$67.6K ﹤0.01% 2949
2024
Q4 		$244K Buy
11,411
+1,284
+13% +$28.4K ﹤0.01% 3065
2024
Q3 		$225K Buy
+10,127
New +$218K ﹤0.01% 3097

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

Stifel Financial's CEFS Position: Q2 2026 in Review

Stifel Financial increased its Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) stake by 1.4% in Q2 2026, buying an estimated $5.89K and bringing the position to 17,815 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #3019.

Stifel Financial first reported a position in CEFS in Q3 2024 and has held it in 8 quarters since. 92 funds tracked by Wall St. Rank hold CEFS as of Q2 2026.

  • Stifel Financial held 17,815 shares of Saba Opportunistically Hedged Closed-End Funds ETF worth $457K as of Q2 2026.
  • Stifel Financial bought 238 Saba Opportunistically Hedged Closed-End Funds ETF shares in Q2 2026, an estimated $5.89K.
  • Saba Opportunistically Hedged Closed-End Funds ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3019 holding.
  • Stifel Financial first reported a position in Saba Opportunistically Hedged Closed-End Funds ETF in Q3 2024 and has held it in 8 quarters since.
  • 92 funds tracked by Wall St. Rank held Saba Opportunistically Hedged Closed-End Funds ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.