Triumph Capital Management’s Saba Opportunistically Hedged Closed-End Funds ETF CEFS Stock Holding History

Triumph Capital 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 Q3	$1.17M	Buy	47,598 +904	+2%	+$22.7K	0.2%	121
2026 Q2	$1.2M	Buy	46,694 +1,410	+3%	+$34.9K	0.22%	109
2026 Q1	$1.02M	Buy	45,284 +1,565	+4%	+$36K	0.21%	110
2025 Q4	$1.01M	Sell	43,719 -529	-1%	-$12K	0.22%	100
2025 Q3	$1.01M	Buy	44,248 +2,896	+7%	+$65.2K	0.27%	87
2025 Q2	$920K	Buy	41,352 +2,306	+6%	+$49.3K	0.28%	88
2025 Q1	$833K	Buy	39,046 +2,545	+7%	+$55.9K	0.28%	90
2024 Q4	$782K	Sell	36,501 -430	-1%	-$9.5K	0.27%	92
2024 Q3	$822K	Buy	+36,931	New	+$797K	0.29%	84

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 14.39% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 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 33.52% 1-Year Est. Return

AFC

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

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Triumph Capital Management's CEFS Position: Q3 2026 in Review

Triumph Capital Management increased its Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) stake by 1.9% in Q3 2026, buying an estimated $22.7K and bringing the position to 47,598 shares worth $1.17M. The position accounts for 0.2% of the portfolio, ranked #121.

Triumph Capital Management first reported a position in CEFS in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.2M in Q2 2026. 23 funds tracked by Wall St. Rank hold CEFS as of Q3 2026.

Triumph Capital Management held 47,598 shares of Saba Opportunistically Hedged Closed-End Funds ETF worth $1.17M as of Q3 2026.
Triumph Capital Management bought 904 Saba Opportunistically Hedged Closed-End Funds ETF shares in Q3 2026, an estimated $22.7K.
Saba Opportunistically Hedged Closed-End Funds ETF made up 0.2% of Triumph Capital Management's portfolio in Q3 2026, its #121 holding.
Triumph Capital Management first reported a position in Saba Opportunistically Hedged Closed-End Funds ETF in Q3 2024 and has held it in 9 quarters since.
Triumph Capital Management's Saba Opportunistically Hedged Closed-End Funds ETF position peaked at $1.2M in Q2 2026.
23 funds tracked by Wall St. Rank held Saba Opportunistically Hedged Closed-End Funds ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.