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

Visionary Wealth Advisors’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	$2.45M	Buy	95,683 +15,406	+19%	+$381K	0.1%	190
2026 Q1	$1.81M	Buy	80,277 +6,579	+9%	+$151K	0.08%	203
2025 Q4	$1.7M	Sell	73,698 -1,175	-2%	-$26.7K	0.08%	213
2025 Q3	$1.7M	Sell	74,873 -528	-0.7%	-$11.9K	0.08%	215
2025 Q2	$1.68M	Buy	75,401 +5,299	+8%	+$113K	0.09%	210
2025 Q1	$1.5M	Buy	70,102 +10,686	+18%	+$235K	0.09%	206
2024 Q4	$1.27M	Buy	59,416 +18,775	+46%	+$415K	0.07%	223
2024 Q3	$904K	Buy	+40,641	New	+$877K	0.06%	263

Other funds holding CEFS

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Visionary Wealth Advisors's CEFS Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) stake by 19% in Q2 2026, buying an estimated $381K and bringing the position to 95,683 shares worth $2.45M. The position accounts for 0.1% of the portfolio, ranked #190.

Visionary Wealth Advisors 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.

Visionary Wealth Advisors held 95,683 shares of Saba Opportunistically Hedged Closed-End Funds ETF worth $2.45M as of Q2 2026.
Visionary Wealth Advisors bought 15,406 Saba Opportunistically Hedged Closed-End Funds ETF shares in Q2 2026, an estimated $381K.
Saba Opportunistically Hedged Closed-End Funds ETF made up 0.1% of Visionary Wealth Advisors's portfolio in Q2 2026, its #190 holding.
Visionary Wealth Advisors 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 Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.