ZI
CEFS icon

ZEGA Investments’s Saba Closed-End Funds ETF CEFS Stock Holding History

ZEGA Investments’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
Q1 		$253K Buy
+11,219
New +$258K 0.03% 245

Other funds holding CEFS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

ZEGA Investments's CEFS Position: Q1 2026 in Review

ZEGA Investments opened a new position in Saba Closed-End Funds ETF (CEFS) in Q1 2026: 11,219 shares worth $253K. The stake represents 0.03% of the portfolio and ranks #245 among its holdings.

83 funds tracked by Wall St. Rank hold CEFS as of Q1 2026.

  • ZEGA Investments held 11,219 shares of Saba Closed-End Funds ETF worth $253K as of Q1 2026.
  • Saba Closed-End Funds ETF was a new ZEGA Investments position in Q1 2026.
  • Saba Closed-End Funds ETF made up 0.03% of ZEGA Investments's portfolio in Q1 2026, its #245 holding.
  • 83 funds tracked by Wall St. Rank held Saba Closed-End Funds ETF as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.