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

Towerpoint Wealth’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 Q3	$393K	Buy	16,035 +2,345	+17%	+$59K	0.14%	79
2026 Q2	$351K	Hold	13,690	–	–	0.12%	83
2026 Q1	$309K	Hold	13,690	–	–	0.12%	72
2025 Q4	$315K	Hold	13,690	–	–	0.12%	72
2025 Q3	$312K	Hold	13,690	–	–	0.13%	73
2025 Q2	$304K	Hold	13,690	–	–	0.13%	74
2025 Q1	$292K	Hold	13,690	–	–	0.14%	66
2024 Q4	$293K	Hold	13,690	–	–	0.14%	65
2024 Q3	$305K	Hold	13,690	–	–	0.14%	66
2024 Q2	$291K	Buy	+13,690	New	+$280K	0.15%	62

Other funds holding CEFS

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $145M AUM 16.02% 1-Year Est. Return

Commerce Advisors Memphis, Tennessee $212M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Towerpoint Wealth's CEFS Position: Q3 2026 in Review

Towerpoint Wealth increased its Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) stake by 17% in Q3 2026, buying an estimated $59K and bringing the position to 16,035 shares worth $393K. The position accounts for 0.14% of the portfolio, ranked #79.

Towerpoint Wealth first reported a position in CEFS in Q2 2024 and has held it in 10 quarters since. 36 funds tracked by Wall St. Rank hold CEFS as of Q3 2026.

Towerpoint Wealth held 16,035 shares of Saba Opportunistically Hedged Closed-End Funds ETF worth $393K as of Q3 2026.
Towerpoint Wealth bought 2,345 Saba Opportunistically Hedged Closed-End Funds ETF shares in Q3 2026, an estimated $59K.
Saba Opportunistically Hedged Closed-End Funds ETF made up 0.14% of Towerpoint Wealth's portfolio in Q3 2026, its #79 holding.
Towerpoint Wealth first reported a position in Saba Opportunistically Hedged Closed-End Funds ETF in Q2 2024 and has held it in 10 quarters since.
36 funds tracked by Wall St. Rank held Saba Opportunistically Hedged Closed-End Funds ETF as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.