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Saba Capital Income & Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WPA
76
Wealth Preservation Advisors
Tennessee
$15.5K – – –
Ameritas Advisory Services
77
Ameritas Advisory Services
Nebraska
$14.9K – – –
CAL
78
Capital Advisors Ltd
Ohio
$13K – – –
CWM
79
Consultiva Wealth Management
Puerto Rico
$10.5K – – –
NC
80
North Capital
Utah
$9.87K +$8 +1 +0.1%
Spire Wealth Management
81
Spire Wealth Management
Virginia
$7.77K – – –
FC
82
Financial Consulate
Maryland
$7.77K +$8.22K +1,000 New
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$7K +$7.01K +853 New
Wealthspire Advisors (New York)
84
Wealthspire Advisors (New York)
New York
$4.83K +$5.12K +622 New
Farther Finance Advisors
85
Farther Finance Advisors
California
$4.66K +$4.93K +600 New
ETS
86
ESL Trust Services
New York
$3.89K +$4.12K +501 New
KTC
87
Kentucky Trust Company
Kentucky
$3.88K – – –
BAM
88
Bellevue Asset Management
Washington
$3.26K – – –
Steward Partners Investment Advisory
89
Steward Partners Investment Advisory
New York
$3.11K – – –
HWP
90
Highline Wealth Partners
California
$2.72K +$2.88K +350 New
Global Retirement Partners
91
Global Retirement Partners
California
$1.45K – – –
Advisory Services Network
92
Advisory Services Network
Georgia
$1.17K +$1.23K +150 New
Huntington National Bank
93
Huntington National Bank
Ohio
$6 – – –
Wells Fargo
94
Wells Fargo
California
$5 – – –
ISSM
95
Invesco Senior Secured Management
New York
– -$3.19M -395,337 Closed
AC
96
Almitas Capital
California
– -$450K -55,799 Closed
Millennium Management
97
Millennium Management
New York
– -$290K -35,941 Closed
Laird Norton Wetherby Wealth Management
98
Laird Norton Wetherby Wealth Management
California
– -$202K -25,107 Closed
Kestra Private Wealth Services
99
Kestra Private Wealth Services
Texas
– -$156K -19,362 Closed
HRT Financial
100
HRT Financial
New York
– -$152K -18,909 Closed