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

Wealth Enhancement Trust 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	–	Sell	-3,426	Closed	-$87.8K	–	919
2026 Q2	$87.8K	Hold	3,426	–	–	0.01%	392
2026 Q1	$77.3K	Hold	3,426	–	–	0.01%	390
2025 Q4	$78.9K	Buy	+3,426	New	+$78K	0.01%	368

Other funds holding CEFS

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

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

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.58B AUM 24.44% 1-Year Est. Return

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

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

Wealth Enhancement Trust Services sold out of Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) in Q3 2026, closing a stake of 3,426 shares — an estimated $87.8K sold.

Wealth Enhancement Trust Services first reported a position in CEFS in Q4 2025 and held it in 3 quarters. The position peaked at $87.8K in Q2 2026. 79 funds tracked by Wall St. Rank hold CEFS as of Q3 2026.

Wealth Enhancement Trust Services reported no remaining Saba Opportunistically Hedged Closed-End Funds ETF position as of Q3 2026 after selling out during the quarter.
Wealth Enhancement Trust Services sold 3,426 Saba Opportunistically Hedged Closed-End Funds ETF shares in Q3 2026, an estimated $87.8K.
Wealth Enhancement Trust Services first reported a position in Saba Opportunistically Hedged Closed-End Funds ETF in Q4 2025 and held it in 3 quarters.
Wealth Enhancement Trust Services's Saba Opportunistically Hedged Closed-End Funds ETF position peaked at $87.8K in Q2 2026.
79 funds tracked by Wall St. Rank held Saba Opportunistically Hedged Closed-End Funds ETF as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.