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Wealthspire Advisors (New York)’s Saba Closed-End Funds ETF CEFS Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-83
Closed -$1.89K – 1337
2025
Q3 		$1.89K Buy
+83
New +$1.87K ﹤0.01% 2623

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Envestnet Asset Management
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AF
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FIA
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Cetera Investment Advisers
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CM
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Wealthspire Advisors (New York)'s CEFS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Saba Closed-End Funds ETF (CEFS) in Q4 2025, closing a stake of 83 shares — an estimated $1.89K sold.

Wealthspire Advisors (New York) first reported a position in CEFS in Q3 2025 and held it in 1 quarter. The position peaked at $1.89K in Q3 2025. 84 funds tracked by Wall St. Rank hold CEFS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Saba Closed-End Funds ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 83 Saba Closed-End Funds ETF shares in Q4 2025, an estimated $1.89K.
  • Wealthspire Advisors (New York) first reported a position in Saba Closed-End Funds ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Saba Closed-End Funds ETF position peaked at $1.89K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Saba Closed-End Funds ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.