Wealth Enhancement Advisory Services
CEFS icon

Wealth Enhancement Advisory Services’s Saba Opportunistically Hedged Closed-End Funds ETF CEFS Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.51M Sell
61,827
-11,378
-16% -$286K ﹤0.01% 1881
2026
Q2 		$1.86M Sell
73,205
-1,220
-2% -$30.2K ﹤0.01% 1619
2026
Q1 		$1.69M Sell
74,425
-53,179
-42% -$1.22M ﹤0.01% 1493
2025
Q4 		$2.92M Buy
127,604
+16,369
+15% +$373K ﹤0.01% 1314
2025
Q3 		$2.53M Buy
111,235
+37,058
+50% +$834K ﹤0.01% 1313
2025
Q2 		$1.67M Buy
74,177
+5,449
+8% +$117K ﹤0.01% 1456
2025
Q1 		$1.47M Buy
68,728
+7,370
+12% +$162K ﹤0.01% 1405
2024
Q4 		$1.31M Buy
61,358
+2,827
+5% +$62.6K ﹤0.01% 1396
2024
Q3 		$1.3M Buy
58,531
+15,517
+36% +$335K ﹤0.01% 1263
2024
Q2 		$916K Buy
43,014
+7,660
+22% +$157K ﹤0.01% 1320
2024
Q1 		$731K Buy
35,354
+8,243
+30% +$161K ﹤0.01% 1376
2023
Q4 		$514K Buy
27,111
+4,358
+19% +$78.2K ﹤0.01% 1486
2023
Q3 		$399K Buy
+22,753
New +$419K ﹤0.01% 1571

Other funds holding CEFS

New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Independent Financial Group
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
CA
Commerce Advisors Memphis, Tennessee $212M AUM
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Wealth Enhancement Advisory Services's CEFS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) stake by 16% in Q3 2026, selling an estimated $286K and leaving 61,827 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

Wealth Enhancement Advisory Services first reported a position in CEFS in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.92M in Q4 2025. 23 funds tracked by Wall St. Rank hold CEFS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 61,827 shares of Saba Opportunistically Hedged Closed-End Funds ETF worth $1.51M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 11,378 Saba Opportunistically Hedged Closed-End Funds ETF shares in Q3 2026, an estimated $286K.
  • Saba Opportunistically Hedged Closed-End Funds ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1881 holding.
  • Wealth Enhancement Advisory Services first reported a position in Saba Opportunistically Hedged Closed-End Funds ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Saba Opportunistically Hedged Closed-End Funds ETF position peaked at $2.92M in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Saba Opportunistically Hedged Closed-End Funds ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.