WFAG
SABA

Wescott Financial Advisory Group’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

Wescott Financial Advisory Group’s Portfolio SABA Stock Details SABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,932
Closed -$68.2K – 168
2024
Q1 		$68.2K Hold
8,932
– – 0.01% 158
2023
Q4 		$67.7K Buy
8,932
+105
+1% +$822 0.01% 163
2023
Q3 		$68.1K Buy
8,827
+160
+2% +$1.31K 0.01% 156
2023
Q2 		$71.8K Buy
8,667
+154
+2% +$1.29K 0.01% 158
2023
Q1 		$74.9K Buy
8,513
+181
+2% +$1.57K 0.02% 154
2022
Q4 		$72.2K Buy
8,332
+173
+2% +$1.45K 0.02% 153
2022
Q3 		$66K Buy
8,159
+174
+2% +$1.57K 0.02% 135
2022
Q2 		$70K Buy
7,985
+183
+2% +$1.7K 0.02% 129
2022
Q1 		$78K Buy
+7,802
New +$78.5K 0.02% 126

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RCM
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TJHA
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Invesco
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Envestnet Asset Management
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LCM
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Franklin Resources
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CL
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AGM
Alpine Global Management New York $658M AUM 20.22% 1-Year Est. Return