Wealth Enhancement Advisory Services
CEFS icon

Wealth Enhancement Advisory Services’s Saba 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
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

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return

Wealth Enhancement Advisory Services's CEFS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Saba Closed-End Funds ETF (CEFS) stake by 1.6% in Q2 2026, selling an estimated $30.2K and leaving 73,205 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Wealth Enhancement Advisory Services first reported a position in CEFS in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.92M in Q4 2025. 18 funds tracked by Wall St. Rank hold CEFS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 73,205 shares of Saba Closed-End Funds ETF worth $1.86M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,220 Saba Closed-End Funds ETF shares in Q2 2026, an estimated $30.2K.
  • Saba Closed-End Funds ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1619 holding.
  • Wealth Enhancement Advisory Services first reported a position in Saba Closed-End Funds ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Saba Closed-End Funds ETF position peaked at $2.92M in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Saba Closed-End Funds ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.