Visionary Horizons’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

Visionary Horizons’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
2026 Q3	$367K	Buy	46,087 +2,211	+5%	+$18.2K	0.15%	104
2026 Q2	$366K	Sell	43,876 -1,900	-4%	-$16K	0.15%	110
2026 Q1	$381K	Hold	45,776	–	–	0.19%	94
2025 Q4	$378K	Hold	45,776	–	–	0.2%	86
2025 Q3	$417K	Sell	45,776 -2,597	-5%	-$24K	0.23%	81
2025 Q2	$445K	Sell	48,373 -2,629	-5%	-$22.7K	0.28%	68
2025 Q1	$444K	Sell	51,002 -602	-1%	-$5.43K	0.31%	68
2024 Q4	$468K	Sell	51,604 -1,357	-3%	-$11.8K	0.31%	63
2024 Q3	$451K	Sell	52,961 -600	-1%	-$4.95K	0.3%	62
2024 Q2	$418K	Sell	53,561 -12	-0%	-$92	0.31%	62
2024 Q1	$400K	Sell	53,573 -337	-0.6%	-$2.57K	0.31%	61
2023 Q4	$409K	Buy	+53,910	New	+$422K	0.33%	61

Other funds holding SABA

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Hara Capital Bellevue, Washington $209M AUM 40.32% 1-Year Est. Return

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

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Visionary Horizons's SABA Position: Q3 2026 in Review

Visionary Horizons increased its Saba Capital Income & Opportunities Fund II (SABA) stake by 5% in Q3 2026, buying an estimated $18.2K and bringing the position to 46,087 shares worth $367K. The position accounts for 0.15% of the portfolio, ranked #104.

Visionary Horizons first reported a position in SABA in Q4 2023 and has held it in 12 quarters since. The position peaked at $468K in Q4 2024. 24 funds tracked by Wall St. Rank hold SABA as of Q3 2026.

Visionary Horizons held 46,087 shares of Saba Capital Income & Opportunities Fund II worth $367K as of Q3 2026.
Visionary Horizons bought 2,211 Saba Capital Income & Opportunities Fund II shares in Q3 2026, an estimated $18.2K.
Saba Capital Income & Opportunities Fund II made up 0.15% of Visionary Horizons's portfolio in Q3 2026, its #104 holding.
Visionary Horizons first reported a position in Saba Capital Income & Opportunities Fund II in Q4 2023 and has held it in 12 quarters since.
Visionary Horizons's Saba Capital Income & Opportunities Fund II position peaked at $468K in Q4 2024.
24 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.